Create and Manage Totals Page Templates

When you make changes to a Totals page, the changes are stored with the estimate. You can save the Totals page information (formatting, addons, and layout) to the standard database as a template so that it is available to use again.

Creating a Totals page template:

1. Format the Totals page.
2. On the Totals toolbar, click the [Templates] button.
3. Click Save As Totals Page Template.
4. In the Template Name box, enter a name for the template.
5. If you want to make this template available for new estimates, select the Use this totals page template for new estimates check box.

6. Click [OK].

   The template appears in the list when you click [Totals Page Templates].

Managing Totals page templates:

1. On the Totals toolbar, click the [Templates] button.
2. Click Manage Totals Page Templates. Existing Totals page templates appear in the window.

3. Select a template, and then:

   • To use the template for the current estimate, click [Apply].
   • To rename the template, click [Rename], and then type a new name over the existing name for the selected template.
   • To use the template as the default for all estimates, click [Use as Default].
   • To delete the template, click [Delete].
4. Click [Close].

Restoring the Totals page to the factory settings:

1. On the Totals toolbar, click the [Templates] button.
2. Click Use System Default Totals Page.

Published: July 07, 2017
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