Home > SI 2016 Documentation > User Guide > Projects > Project Editor > Catalog Tab > Compare with Catalog

Compare with Catalog

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Feature

 

The Compare with Catalog feature allows you to compare fields for Products and Labor Items in a Project with what is in your SI 2016 Catalog.

 

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Use this when you want to see if anything has changed in your Catalog since adding the Product/Labor Item to a Project or if you want to compare changes made in a Project with what is in the Catalog.

Details

 

Once you select the Product(s)/Labor Item(s) that you want to compare, click the [Compare With] button on the Catalog tab within the Project Editor and select either "Products" or "Labor Items". This will open the Compare with Catalog form:

 

compare_with_catalog_form.png

 

"Unit Price" is selected by default, but you can choose any field that you want to compare. Once you make your selection, click [Next >]. If there are any differences in the field selected between the Item in the Project and the Catalog, they will be listed:

 

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You can manually Edit any product via the [Edit] button or you can use the Update from Catalog or Update to Catalog functions:

 

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If you want to export out the comparison for review, you can export to either PDF or Excel:

 

export button.png

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