Learn to use the re-numbering tool in Estimating Link to quickly change and organize your bid items on your Bid Sheet.
Using the re-numbering tool in Estimating Link is helpful when you've added new bid items or removed bid items you no longer need. This will help keep your estimate organized and easy to follow.
1. From the Bid Sheet navigate to Services>Re-Number Bid Item Numbers
2. Next, Select one, a group, or all items you want to re-number. Items selected will be highlighted in blue.
3. Next, enter your First New Number and the Increment between numbers.
🗒️Note: You must enter an increment. You'll be prompted to enter one in order to move forward.
4. Next, Click Preview Changes to see what your new numbers will look like. If all looks good, Select Save Changes and Exit. Now your bid sheet will reflect your new changes.
🗒️Note: If you receive the message "Current Selection would create duplicates.." then you already have that item number listed or it's still showing in your Non Bid Items and needs to be deleted if you no longer need it. If you want to keep your Non Bid item then move to the workaround section below.
Workaround
If you've received this message while re-numbering, then one or multiple numbers already exist somewhere in your current bid or in your non-bid items.
If it's in your current bid, simply pick a different number to use.
If you have an existing number in your non-bid items. You have 2 options:
- Option 1: Delete the non-bid item if you don't think you'll ever need it
- Option 2: If you think you might need to reincorporate your non-bid item to your bid later but still need to re-number your current bid items, follow the steps below.
1. Locate your non-bid item in your Project Explorer, Right Click and Select Rename
2. Change the bid item number to something you won't use at all. Insert your number in the "to Item", Click Apply, and then Done
3. Go back to your bid sheet and try re-numbering again, Bid Sheet>Services>Re-Number Bid Item Numbers. Now your bid sheet will reflect your new changes.
If we can be of further assistance, please reach out to us at anytime: (800) 448 - 0741 or Support@TCLI.com.