Inline add from Global Rates
- Click in the ‘Description‘ cell and start typing.
- Click ‘Global‘, to view Global rates.
- Select the rate you want to add to your estimate.
Add From Global rates
- To insert an item from Global rates above the current line, click the drop-down next to the ‘Insert Item’ Button.
- Select ‘From Global rates’ in the drop down to open Item Template side bar.
- Select the rates list from the drop-down.
- Tick the items to be copied
- Then click ‘Add‘
Update Items after Global rate changes.
- If an item has been changed after a rate was applied to it, you can reset its type, unit and rate back to the ones in the Global rates go to the ‘Rates‘ tab.
- Tick the items that you want to update.
- Click the update rates button.