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13.01 The Summary and Worksheet Tabs
Way back in Chapter 1 we introduced you to the Summary and Worksheet Tabs. In this chapter, we do a deep-dive on how to use these Tabs to analyse your takeoff results, export to Excel and Quick Bid, and create a rough unit cost estimate. The tools on the… |
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13.02 Using the Summary Tab to Analyze Takeoff Results
The Summary Tab shows you a breakdown of: Every Takeoff Item for which takeoff has been drawn in this Bid Every Takeoff Item Result marked with a "T" in each Takeoff Item's Properties (the Results tab) (these Results are also shown in the Takeoff Items Pane… |
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13.02.01 Summary Tab Toolbar and Shortcut Keys
The Summary Tab toolbar provides access to several views and functions. Button/ControlDescription Keyboard Shortcut What it does/How it is used... Default View Resets the Summary Tab to its default view/layout. Takeoff Items View Shows takeoff quantities… |
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13.02.02 Showing and Hiding Columns on the Summary Tab
By Default, the Summary Tab shows the Takeoff Item No., Notes, Name, each active Result (each Result set to show in the Takeoff Items Pane, see Related Articles for more information), each Result's UOM, and each Result's Total in the Takeoff Item Information… |
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13.03 Filtering, Grouping, and Organizing Your Takeoff Results on the Summary Tab
The Summary Tab shows you each Takeoff Item used in the current bid, and every active Takeoff Item Result. Active Results are those chosen to be visible in the Takeoff Items Pane in Takeoff Item Properties - see Related Articles for details about selecting… |
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13.03.01 Summary Tab: Basic Filtering by Column Header
There are two ways of filtering the Summary Tab, using the Column Headers Filters and using the Filtering/Grouping controls on the right side of the Summary Tab. We cover Filtering by Column Header below and cover the Pivot Table Controls in the next article.… |
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13.03.02 Filtering the Summary Tab Using the Pivot Table Controls (Report Filters)
The Pivot Table or "Filtering and Grouping" controls are in a panel on the right side of the Summary Tab. These tools allow you to filter and group by dragging and dropping and sub-filtering various fields. The available Fields by which you can group and… |
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13.04 Using the Pivot Table Controls to Create Column Groups
By default, the Summary Tab shows Column Groups Bid Areas. Even if you do not use Bid Areas in your bid, the program assigns all takeoff to "Page Areas" so the Summary Tab always groups by "Bid Areas Tier 1" (by default, you can remove that grouping if you… |
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13.04.01 Filtering Column Groups
After you apply a Column Group - you can filter to a specific entry in that field. For example, in our default view, we see all Bid Areas, but what if we only wanted to see the takeoff in one or just a few Bid Areas? To filter a Column Group, click button… |
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13.04.02 Why Don't The Bid Total, Sub Total, and Column Group Values Match?
When you use Column Groups (deliberately or if you just use the Default View of the Summary Tab), you may notice that the Bid Total and Subtotal columns do not match and may be wondering, "Why?" It helps to understand what the different columns are showing… |
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