Add a new group to an estimate in X1

Updated 5 months ago by Rachel Wilson

When it is impractical or unnecessary to create a sketch, use the grouping pane to manage and add items to rooms, stairs, and other structures.

To add a new group to an estimate:

  1. Open an estimate.
  2. On the Estimate items tab, click Items.
  3. In the Grouping pane, click Add. The New group dialog box appears.
  4. Enter a name, and select a coverage.
  5. To add several rooms, select Continuous add.
  6. To add the room, click AppendInsert, or Attach.
    1. Append: Adds the room on the same level as the highlighted room; the room appears below the highlighted room.
    2. Insert: Adds the room on the same level as the highlighted room; the room appears above the highlighted room.
    3. Attach: Adds the room as a member of the highlighted group of rooms.


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