TUG Tip -- Sage Estimating

TUG Tip -- Sage Estimating:

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:  Double-click the row header (the little box all the way to the left of the spreadsheet) at the level you want to summarize.  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.   To print a partially summarized estimate, first summarize the spreadsheet as you want is to look.  Then, select Report > Spreadsheet report > Report Options.  Click Prefill from Spreadsheet.