Adjust Quantities Using the Working Total

There are four actions you can perform with cost item quantities and the Working Total in the Estimate tab.
  • Add – Add the working total to the quantity of the cost item.

  • Replace – Replace the quantity of the cost item with the working total.

  • Sum – Sums multiple cost item quantities into the working total.

  • Subtract – Subtract the working total from the quantity of the cost item.

You can send quantities from Takeoff to the Working Total. See Digitize Library Items for more information.

For example, say you have a cost item that has a quantity of 50 LF and that the working total has a quantity of 20 LF. The table below shows the action and the resulting quantity of the cost item.

Action

Result

Add

70 LF

Replace

20 LF

Subtract

30 LF

Note: The units of the Working Total and the estimate item must be the same. If you are summing cost item quantities, all selected items must have the same unit.

To open a job in the Manage Estimates screen, click Estimating > Estimating > Manage Estimates in the All Tasks pane. Then select the job you want to open, and click OK.

Tip:
  • Multiple users can work on the same job in the Estimating tab at the same time. The last person to perform an edit function to an estimate item will have the data retained.
  • Any sorts a user performs are temporary unless the job is set to Exclusive mode, which allows you to save sorts. Moving items also requires the job to be set to exclusive, or the move will be temporary.
  • To turn Exclusive mode on, get all other users to close the job, then click Set Job Exclusive. Make the changes to the estimate, then turn Exclusive mode off by clicking Set Job Exclusive again.
  • You can also lock a job, which not only turns on Exclusive mode, it prevents other users from editing the job. Note that all users can view a locked job. To lock a job, get all other users to close the job, then click Lock Job. To unlock a job, click Lock Job again.
  • Any filters performed in the Estimate tab are only seen by the user performing the filter.
  • You will see changes occur in real-time by changing tabs in the Manage Estimates screen or by refreshing the Estimate tab.