Skip to main content

Bulk Editing in Budget Tab

Edit quantities, prices, and costs for multiple specs at once in the Budget tab

Written by Krissy Palmer

Steps

  1. Go to the Budget tab

  2. Select items individually or use filters (area, spec type, category)

  3. Click Apply on the filter

  4. Select All to highlight filtered items

  5. Click Bulk Edit

What You Can Edit

  • Quantity: Update quantity for all selected items

  • Unit: Change the unit type

  • Unit Cost: Update pricing

  • Shipping Cost: Add/edit shipping (toggle $/%)

  • Installation: Add/edit installation costs

  • Tax: Adjust tax amounts

Tips

  • Toggle between dollar amounts and percentages for costs

  • Changes apply to all highlighted items

  • Always assign the correct unit when changing quantities

  • Filter first to avoid changing items you don't intend to update

Related Features

  • Bulk Edit Specs

  • Add Item Level Cost to Budget

  • Adding Markups to Budget

Did this answer your question?