TUG Tip of the Week - August 23, 2017

Sage Estimating Tip: 

Partially Collapse (Summarize) an Estimate

You can summarize part of an estimating while leaving other parts expanded.

For example, you might do this if you need to get subcontractor bids for division 2 and 5, but divisions 3 and 4 are finished.  

To do this:  

1. Double-click the row header (the little box all the way to the left of the spreadsheet) at the level you want to summarize.  
2. Double-click in the row header next to the Group phase 3000 and 4000. This summarizes 3000 and 4000 to a single line on the spreadsheet while leaving 2000 and 5000 at the item level.  You can selectively summarize like this in any sort sequence.  
3. To print a partially summarized estimate,

• Summarize the spreadsheet as you want is to look.
• Select Report > Spreadsheet report > Report Options.  
• Click Prefill from Spreadsheet.

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