Add an upgrade item to a scenario in X1
- Open an estimate.
- Click the Estimate items tab, and right-click an item below the Quick entry pane.
- Click Item edit options, and select Item scenario. The Item scenario dialog box opens.
- Select the Upgrade (add item) circle.
- Select an option in the Applies to section:
- Click Report time only if you only want to view the cost difference for the item on an estimate report.
- Click Permanent & report if you want to add the item as an upgrade.
- If needed, enter a Scenario name or select a scenario you already crated by clicking the drop down menu.
- Click OK. The Note icon will have a little number next to it, indicating the upgrade was successful.