Replace Cost Codes, Vendors, Tasks, or Inventory Locations

A replacement function in the 9-5 Takeoffs window enables you to replace cost codes, vendors, tasks, or inventory locations in takeoffs quickly and efficiently. For example, if your takeoff template contains “Inactive” cost codes, vendors, tasks, or inventory locations, you can easily replace these codes with active ones.

To replace codes in a takeoff:

  1. In the 9-5 Takeoffs window, click Update > Replace.
  2. In the Replace Cost Codes, Vendors, Tasks, or Inventory Locations window:
    1. Select the type of item you want to replace in the takeoff. (You can replace cost codes, vendors, tasks, or inventory locations.)
    2. In the Original Value box, select the value that you want to replace.
    3. In the Replace with box, select the new value to use or type it.
  3. Click [Replace].

Caution! You cannot undo this action, although the changes do not affect the database until you save the takeoff. If you close the takeoff without saving, the replacement data is lost.

When you click [Replace], the program replaces the specified original values for all takeoff grids for the selected job.