Collapsing or expanding the spreadsheet details

The spreadsheet can show up to three levels of detail. You can collapse or expand the spreadsheet while you work based on how much detail you want to see.

  • To collapse the entire spreadsheet one level:

    • On the ribbon, from the Spreadsheet Actions group on the Home tab, click the [Collapse] button.
    • In classic view, click ViewCollapse, or click An image of the Collapse button on the toolbar in Classic view on the toolbar.
  • To expand the entire spreadsheet one level:

    • On the ribbon, from the Spreadsheet Actions group on the Home tab, click the [Expand] button.
    • In classic view, click View menu > Expand, or click An image of the Expand button on the toolbar in Classic view on the toolbar.
  • To collapse or expand a specific level, double-click the row header of the level you want to collapse or expand.

    For example, to expand a phase to display the items within the phase, double-click the row header for the phase.

Tips:  

  • Do you want your estimates to always open with the spreadsheet fully expanded?

    In the Estimating Management Console, on the Preferences tab, select the Open estimate spreadsheet expanded check box located in the Spreadsheet options on the Spreadsheet tab.

  • You can configure the Spreadsheet report to look just like your current spreadsheet, with collapsed or expanded levels, when you click [Prefill from Spreadsheet] on the Spreadsheet Report Options window. See Spreadsheet report for more information.