Multi-Edit of Resources

The following procedure is going to guide you through editing multiple resources at one time in InEight Estimate.

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

Step by Step — Mutli-Edit Resources

  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 resources to edit.

    • Use CTRL + Click to select many specific individual resources.
    • Use CTRL + SHIFT + Click to select multiple resources above or below your first selection.

  6. In the Ribbon, select the Actions tab.

  7. Under the Edits section, select Open.

  8. Many of the fields show with the title VARIES. This is caused by different values being present in the same fields.

  9. You can edit your chosen resources to be associated with a specific quote group if that option is available in the record. You can update records in bulk for other fields within the InEight Estimate resources. To updated the quote group, select the Setup tab in the record.

  10. Select the Quote Group Tag drop down. Then select the specific Quote Group Tag to associate to your chosen resources.

  11. Once done, click OK. Your chosen resources are now associated to the specified quote group.