Producing estimates > Working in the spreadsheet > Entering notes > Entering notes for spreadsheet groups
Entering notes for spreadsheet groups (levels)
-
Display
the spreadsheet in a sequence that contains the desired level.
For example,
to enter notes for an assembly, click the Assembly tab at the bottom of
the spreadsheet.
- Click the desired level.
- Click the right mouse
button, and then select Notes from the
shortcut menu.
- Enter the notes in
the window.
- Click [OK].
Tips:
- Any notes entered for the
level (for example, assembly, phase) in the standard database prefill in the notes window. Changes to
the notes in this window apply to the current estimate only and do not
affect the record stored in the standard database.
- You can also enter notes
for a level using the Detail window.
Just click the desired level, select the Detail Window check box (View tab > Show/Hide group, or in classic view, View menu > Detail Window), click the Notes tab, and enter the
notes.
- You can print notes on estimate
reports, if desired.