Subcategory tab

You can use subcategories to provide a further breakdown of the costs for labor, material, equipment, subcontract, and other costs for your estimate for inclusion in estimate reports.

You set up subcategories for your database using the Edit Database Subcategories window (available from the Codes group of buttons on the Estimating ribbon).

You use the Subcategory tab to specify the item categories and subcategories for which to accumulate costs and unit totals. For example, you could set up subcategories to accumulate totals for both in-house and rental equipment. Estimate reports will include the amount and unit totals for each of the standard cost categories, as well as the totals for the in-house and rental-equipment subcategories.

Tips:

  • Select the checkbox beside each category that applies to an item.

  • Double-click in the Subcategory column to see a list of subcategories.

  • Click [Edit] > Edit Subcategories to create or edit subcategories.

  • For every category, the spreadsheet includes a column that shows the subcategories assigned to items.

  • When printing estimate reports, select the Print subcategory totals option to print the amounts and order unit totals for all subcategories.