Managing Categories
This guide will teach you how to manage the categories that Sigma uses in it’s mark up function. For an overview of the importance of Categories in Sigma, see the “How Sigma uses Categories” article in our Knowledge Base. Categories can be added to the default list used by Sigma, and that default list will be available in all estimates, or they can be added “on the fly” in an estimate. Both methods are described below.
Step-by-step:
Step | Action | Screenshot |
|---|---|---|
| Add to the default list |
|
1. | With an estimate open, press Ctrl+I to open the Settings dialogue box. Click the OK’s and the new value will be available in the drop down list in your estimates.
| 
|
2. | Under System Lookup Lists, choose Categories | |
3. | Press Edit. | |
4. | In the Standard Field Properties window that opens, click on the Values tab to see the current categories in use by Sigma. | |
5. | Click the Add button and a new line opens at the top - enter the new value. | |
6. | Click the OK’s and the new value will be available in the drop down list in your estimates. | |
| Add “on the fly” |
|
| In the Standard Field Properties window, there are 3 check boxes: | 
|
1. | “Allow values not in list” With this checked you can simply type a new category in the estimate, and it will be used only in that estimate. | |
2. | “Add unlisted values to list” If checked, the new category typed in the estimate will be added to the default categories list. | |
3. | “Prompt before adding unlisted value” If checked, a confirmation window will open asking if you want it added to the default list. |