Copy Job Resources to Library

Resources are created in the Resource Rate Register. This register is the location where you build out the structure of those resources.

Use of this lesson will draw from other sections of InEight Estimating Manual. Basic understanding of the resources is required.

The following procedure is going to guide you through copying resources from a project back to your library in InEight Estimate.

Step by Step — Copying Job Resources to Library

  1. From the Backstage View, select Open from the left pane navigation.

  2. From the Job Register, select the job that you want to copy resources.

  3. Select the Estimate tab.

  4. Under the Resources section, select Resource Rates. The Resource Rate Register opens.

  5. Select the Actions tab.

  6. Under the Tools section, select the option Copy Job Resources to Library.

  7. A new window appears prompting you to make a few choices on what is to be updated into the library.

  8. The system is grouped by status letting you know what has been modified from the library resources.

  9. In the main grid, you can select which resources to bring to the library. The bottom of the window has a toggle that allows you to include all the modified or new resources that you wish to bring into the library. If preferred, select Toggle Include All located in the New or Modified Resources data block.

  10. The quoted values allows a user to update the resource rates based on the pricing that came back to be the new value in the library during quotation. If preferred, select the Use quoted values for awarded resources check box in the Quoted Values data box.

  11. Once done, click OK.

  12. A pop-up will appear asking Overwrite existing Resources?. To confirm the changes, select Yes.