Automatically calculate quantities
If you want Sage Estimating to calculate and display overline quantities, select the Automatically calculate quantities checkbox on the Miscellaneous tab of the Estimate Settings window.
Automatic calculation can save you considerable time and effort, particularly as the scope of the estimate changes. When you choose this option, the program calculates and displays summary quantities in the overline quantity cells on the spreadsheet. As you add items to the estimate or change existing item quantities, the program recalculates the overline quantities for you.
To have Sage Estimating calculate and display overline quantities:
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Open the Estimate Settings window.
- On the ribbon, from the Estimate Views group on the Home tab, click .
- In classic view, click Takeoff > Estimate Settings.
- Click the Miscellaneous tab.
- Select the Automatically calculate quantities checkbox.
Matching units are summarized in overline totals
Overline summary quantities are derived by comparing the unit value of a given overline to the takeoff units of the corresponding estimate items.
The takeoff quantities of each matching item are aggregated, with the result appearing in the overline quantity cell. Because the calculation depends on an exact, case-sensitive match, you can add or remove item quantities from the aggregate amount simply by altering the Unit.
As you add items to the estimate or change existing item quantities, the program recalculates overline quantities automatically.
Overriding overline quantities
You can also enter an overline quantity manually, overriding the calculated quantity. The overridden values are highlighted and use the same formatting as category amounts you enter elsewhere in the estimate spreadsheet.
Should you want to restore the automatic calculation, you can easily do so by right-clicking the cell, and then clicking from the shortcut menu.