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Using addons effectively

Choosing the markups (addons) to use for the estimate

Setting up subtotals in the Totals window

Totals window

Estimate Totals command

The Estimate Totals pane displays the overall total and category totals for the current estimate.

  • On the ribbon, from the Estimate Views group on the Home tab, click  Totals.
  • In classic view, click Takeoff menu > Estimate Totals, or click An image of the Totals button, available from the toolbar in classic view on the toolbar.

When the Totals pane appears, you can insert additional subtotals and addons to obtain the estimate totals you need. You have complete control over the position of subtotals and addons. In addition, you can customize the window by changing the fonts, adjusting the column widths, and deciding which columns to display and print. You can also save customized views as Totals Page Templates, so you can easily apply the same settings to new estimates, later.  

Tips:  

  • You can print the totals directly from the Totals window. Optionally, you can print estimate totals at the end of the Standard Estimate, Estimate Details reports. You can also choose to print estimate totals at the end of the Takeoff Unit Costs and Unit Price Review reports.
  • A quick way to open the Totals window is by pressing F4.