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.

  • To expand the entire spreadsheet one level:

    On the ribbon, from the Spreadsheet Actions group on the Home tab, click the [Expand] button.

  • To collapse or expand a specific level, double-click the row header of the level you want to collapse or expand.

    The row header is the fixed column along the far left side of the spreadsheet or Totals page.

    • Click to select the whole row.
    • In a spreadsheet window only, you can double-click to expand or collapse a row.
    • Right-click to change the font for the selected rows.

    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 checkbox 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.