Elements

Elements represent individual people, items, or components needed to complete the work in a Breakdown Sheet.

Create a New Element

To create a new Element and add it to the current Breakdown Sheet:

  1. Click or tab to the entry box in the Category where you want to place the Element.
  2. Type the Element’s name.
  3. Click or press Enter on the +ADD [Element Name] option.
  4. The Element will be created in your Schedule and added to this Breakdown Sheet.

Note: Elements must have unique names within a Category.

Add an Existing Element

To add an existing Element to the current Breakdown Sheet:

  1. Click or tab to the entry box in the Category where you want to place the Element.
  2. Type the name of the Element or scroll to find it in the existing list.
  3. Click on the existing Element or press Enter if it is the highlighted option. Use the arrow keys to move the selection through the list.
  4. The Element will be added to this Breakdown Sheet.

Go to Quick Add Elements for more.

Remove an Element

To remove an Element from a Breakdown Sheet:

  1. Click to select the Element in its current Category.
  2. Click the option menu (three-dot icon).
  3. Select Remove from sheet.

Or:

  1. Click to select one or more Elements in their current Category.
  2. Right-click (or press OPTION and click on macOS) on a selected Element(s).
  3. Select Remove from sheet.

Or:

  1. Click to select the Element in its current Category.
  2. Press DELETE or BACKSPACE.

Edit an Element

To edit an existing Element in this Breakdown Sheet:

  1. Click to select the Element in its current Category.
  2. Click the option menu (three-dot icon).
  3. Select Edit Element. Make changes to the Element.
  4. Click Save & Close.

Note: Editing an Element changes that Element across the entire Schedule, including other Breakdown Sheets.

Copy an Element

To copy Elements to another Breakdown Sheet:

  1. Click to select one or more Elements in their current Category.
    1. Use the CTRL and SHIFT keys on Windows or CMD and SHIFT keys on macOS to add to your selection.
  2. Press CTRL + C on Windows or CMD + C on macOS. Or right-click (or press OPTION and click on macOS) on a selected Element. Then, select Copy.
  3. Navigate to the Breakdown Sheet where you want to add the Element(s).
  4. Press CTRL + V on Windows or CMD + V on macOS to paste the copied Element(s).
  5. The Element(s) you selected will be added to this Breakdown Sheet without being removed from the original Breakdown Sheet. You can also go to other Breakdown Sheets and paste again.

Move an Element

To move Elements to another Breakdown Sheet:

  1. Click to select one or more Elements in their current Category.
    1. Use the CTRL and SHIFT keys on Windows or CMD and SHIFT keys on macOS to add to your selection.
  2. Press CTRL + C on Windows or CMD + C on macOS. Or right-click (or press OPTION and click on macOS) on a selected Element. Then, select Cut.
  3. Navigate to the Breakdown Sheet where you want to add the Element(s).
  4. Press CTRL + V on Windows or CMD + V on macOS to paste the copied Element(s).
  5. The Element(s) you selected will be added to this Breakdown Sheet without being removed from the original Breakdown Sheet. You can also go to other Breakdown Sheets and paste again.

To link Elements and associate components that must be grouped together:

  1. Select the Element and click the LINKED ELEMENTS taby
  2. Use the Add Element dropdown or type to search.
  3. Click SAVE & CLOSE to apply.

Add Notes to an Element

To add notes to an Element:

  1. Select the Element and click the NOTES tab.
  2. A text free field displays. Enter your note.
  3. Click SAVE & CLOSE to apply.

Important: Notes are not private. Any collaborators with access to your Schedule can review Elements' notes.