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Entering quantities for spreadsheet groups

Examples of entering quantities for overlines

Entering notes for spreadsheet groups (levels)

  1. 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.

  2. Click the desired level.
  3. Right-click, and then select Notes from the shortcut menu.
  4. Enter the notes in the window.
  5. 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.

    Click the desired level.

    Display the Details pane, click the Notes tab, and enter the notes.

    • On the Home tab, from the Estimate Views group, click Details.
    • In classic view, click View menu > Detail Window.

    (View tab > Show/Hide group, or in classic view, View menu > Detail Window),

  • You can print notes on estimate reports, if desired.