Checking for incomplete entries in the estimate

The Scan feature finds incomplete entries on the spreadsheet. An incomplete entry is any of the following:

  •  A quantity, amount, or price cell which is blank or contains a zero
  •  A blank Sub Name cell on items which have subcontractor amounts
  •  A conversion factor or order quantity cell if the order unit exists for the category, the takeoff unit and order unit are different, and the conversion factor for the category is zero

To check for incomplete entries:

  1. Position the cursor anywhere on the spreadsheet, and then:.

    • On the ribbon, from the Tools group on the Home tab, click Scan Estimate.
    • In classic view, click PricingScan, or click The Scan Button, available in classic view on the toolbar.

    Sage Estimating (SQL) stops at the first cell that is empty or contains a zero.

  2. Fill in the missing quantity, amount, price, conversion factor, or subcontractor name. If you need to do more research before supplying a value, leave the cell blank for now.
  3. Repeat steps 2 and 3 until no more incomplete entries are found. (When Sage Estimating (SQL) reaches the bottom of the spreadsheet, it resumes scanning from the beginning of the spreadsheet.)

Tips:  

  • If you do not want Scan to stop at blank Sub Name cells on items that have subcontractor amounts, clear the Include subcontractor name during scan checkbox in the Estimating Management Console (Preferences tab > Spreadsheet options).
  • To have the scan skip cells that are intentionally blank, enter a hyphen (-) or an asterisk (*).