Totals window

This window shows the category amounts, addons, subtotals, and estimate total. You decide which addons to include and where to insert additional subtotals.

In addition, you can use the commands on the shortcut menu to change the column width and visibility as well as the font for each cell, row, and column. You can save these settings as Totals page templates, and then apply them later to Totals pages for other estimates.

You can also "dock" the Totals page within an Estimate window.

Note: Always click The Recalculate Totals button (Recalculate Totals) to ensure all changes are included in the totals. Due to the critical nature of estimate totals, it is important to recalculate your estimate before using the final numbers in a bid.

Items in this window

Item Notes
Category amounts This row contains the sum of the amounts for each category in the spreadsheet. It also shows the labor and equipment hours and rate for items with hours as the order unit. You cannot change these calculated amounts. To hide this information on reports, right click in the row and select Hide on Reports from the menu.
Addons and subtotals

You can insert as many addons and subtotals as you need. You can customize an addon for this estimate without changing the standard database.

Note: You can use the Options window to control whether Sage Estimating (SQL) rounds addons before or after calculating the addon total. Example

Total The last row is the total cost of the entire estimate along with the cost per unit if you entered a job size in the Estimate Information window.
Grand total

The grand total appears in the status bar of the Estimate window. If the Grand Total does not appear and you want it to display, select the Display grand total in status bar checkbox in the Options window. You can also right-click in the status bar and select Display Grand Total.

Columns Describe the contents of the Totals window.

Tips:  

  • "Grab" the Totals page title bar or double-click on it to position the Totals page in the top, bottom, left, or right of the estimate. For more information, see Docking and Window Positioning.

  • To select an entire column or row, click the column or row header. To select all columns, click the top left corner of the header.

  • To set formatting options (such as font selection, background color, and alignment) for cells, rows, and columns, select the area and right-click to select the format option from the menu.

  • You can save all formatting and addons as a Totals Page Template to use again on other estimates. (For more information, see Create and Manage Totals Page Templates.)

  • To see what percentage each amount is of the estimate total, see the information in the Percent of Totalscolumn. This column appears by default. If you not see it, you can select all columns, right-click the header, and choose Show Hidden Columns.

  • You can select the Allocatable checkbox to designate addons as allocatable.

  • You can hide a cell, row, or column on reports. (For more information, see Hide or show totals Information on Reports.)

  • You can rearrange the order of addons, categories, and subtotals in the Totals window. (For more information, see Moving rows in the Totals window.)

  • You can hover the cursor over an addon description to view information about the addon. This enables you to see the contents of the addon without having to open it.

  • Click [Hide Toolbar] in the upper right corner to hide the lines of controls in the upper and lower parts of the window. This enables you to view more of the workspace.

    Click [Show Toolbar] in the upper right corner to show the lines of controls in the upper and lower parts of the window. If you have unsaved changes ([OK] and [Cancel] appear in the window rather than [Close]) and [Hide Toolbar] and [Show Toolbar] are unavailable.

  • Click [Notes] to open the Totals Notes window, where you can add a note to the estimate total. You can print notes with reports by selecting the Print totals notes checkbox in Report Options.