The data source is described in Database of the Estimate.
You can insert articles or sets as you do from a preferential database or from any qdb/grp database.
Insertion by Reference
You can insert articles or sets by reference i.e. by an Article name (this includes a whole set).
Alternative: use the description/reference, provided you checked either box File>Options>Editing>Display list of matching descriptions/references when typing in description/reference field. You may need to cycle through preferential databases pressing →. Refer to How to Insert an Article or a Set Using its Reference or Descript.
To come back to the Minutes view, use the structural view.
To refer to an article/set, use the list in the 'Reference to article' column.
The article substitutes for the row, the sub-articles show where applicable.
Only the Quantity column can be edited. The Database source/path columns are blank.
Alternative: Copy-Paste using context menu.
Insertion by Drag & Drop
You can insert articles or sets just like from qdb/grp databases by opening a viewer: first, select Data>Databases>Database of the Estimate.
Refer to Articles Viewer Description and How to Insert an Article or a Set into a Section of Minutes.
Here the viewer features no levels, but the row of a set is highlighted in dark blue.
Colors
* if, in the database, you input a formula in the Quantity column (or in the column which is a replacement for the Quantity column) of an underlying row in a set, the formula goes not show in the comment in the Minutes view
More
To return to the database of the estimate, double-click a blue cell (other than Quantity). The cell can be edited and any change in the database is reflected in the estimate. To return to the Minutes view, press F4.
Alternative: select a blue row, then the Database tab.
To delete the link of the set top level to the source article while keeping the data (except the Task in Gantt), press Del in the 'Reference to article' column (Alternative: right-click and select Disconnect from database of estimate>Selected rows only); this deletes the cell Reference to article and the fields get free for editing. A change in the database is NOT reflected anymore.
To delete all the links in the estimate at once, right-click anywhere and select Disconnect from database of estimate>Entire estimate.
A set is inserted as one row and shows expanded. After disconnection, the rows inside a set get a line number.
To insert at one time into the Minutes's view AND feed the database of the Estimate, refer to How to Fill the Database of Estimate From a Database or a Sheet.
Comparison of the two kinds of article:
Source |
Database of the Estimate |
Regular Database |
Reference fields |
Reference to article |
Identity (Reference)+ Database path/source |
Editable fields |
Quantity |
R/W fields |
NOTE Mnemonics used in the Field Manager:
▪Article name: InternalArticleName
▪Reference to article: ReferenceToInternalArticle.