Setting up spreadsheet sequences

You can define as many spreadsheet sequences for an estimate as you need. Each sequence contains up to ten levels that group the items on the spreadsheet and determine the order in which the estimate information appears on the spreadsheet. The sequences appear on the sequence tabs at the bottom of the spreadsheet.

To set up spreadsheet sequences:

1. Open the Edit Estimate Spreadsheet Sequences window in one of the following ways:

   • On the ribbon, from the Spreadsheet Display group on the Home tab, click Sequences.
   • In classic view, click View > Spreadsheet Sequences.
   • On the spreadsheet, right-click the sequence tab, and then click Edit Layout on the shortcut menu.

2. To add a new spreadsheet sequence:

   1. Click [Add].

      Estimating adds a new row to the list of sort sequences, with the Name cell selected for that row.

   2. In the Name cell, type the name you want to give this new sequence, and then press Tab.

      If you do not enter a name, Sage Estimating uses the elements that you select as the name.

   3. If you want to hide the column on the spreadsheet, clear the Visible check box.
   4. Press Tab.
   5. If you want to assign a different color to the sequence, double-click in the Color cell, and then select a color from the list.
   6. Press Tab.
   7. Select each sort level to include in the sort sequence as follows:
      1. Beside the Grouping Hierarchy cell, click the list button.

      2. In the Edit Grouping Hierarchy window, for each sort level you want to include, select the sort level, and then click the right arrow button.

         To remove a level from the sequence, select it on the Selected Fields list, and then click the left arrow button.

      3. To rearrange the order of sort levels, select a level on the Selected Fields list, and then use the up arrow or down arrow button to place the sort level in the priority you want.
      4. When you have finished setting the sort levels in the order you want them, click [OK].

3. If you want to apply a sequence to new estimates automatically, select its row on the grid, and then click the Save as Default button.

4. When you finish setting up spreadsheet sequences, click [OK] to save the spreadsheet sequence definitions, close the window, and return to the spreadsheet.