Using subcategories

Subcategories provide a convenient way to handle allowances and other special costs. They enable you to accumulate those costs separately in your estimate reports. Each subcategory total includes the takeoff units for every item assigned to that subcategory and with the same unit of measure as that subcategory. You can also select one or more subcategories as the cost basis for an addon. Example

To accumulate subcategory totals:

  1. Create each subcategory in the standard database. If you want to accumulate a quantity total for the entire subcategory, be sure to enter a unit of measure.
  2. Assign item categories to the appropriate subcategories.
  3. When you print an estimate report, select the Print subcategory totals option on the Report Options tab.