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Entering quantities for spreadsheet groups

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 that exist for the level (for example, assembly, phase) in the standard database are displayed 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. More...

    1. Click the desired level.

    2. Display the Details pane.

      • On the Home tab, from the Estimate Views group, click Details.
      • In classic view, click View menu > Detail Window.
    3. Click the Notes tab, and then enter the notes.
  • You can print notes on estimate reports, if desired.