Print Summaries

You can print the summary the way it is displayed in the Summary tab.

By printing the Summary tab, you can organize columns, filter items in the estimate, and sort items in the estimate so that what you see on the screen is the same as what you print. The print feature enables you to create a custom report that displays only the information you want in the order you want. You can filter the summary to show only specific cost items. You can also select a column view to print only the columns of information you want. When you print tabs in the Estimating module, you can also enter headers, footers, and orientation for the print out.

For example, you could filter the summary so that only material items are shown. You could then create a column view that only displays the Description, Quantity, Unit, and Extended Cost. You could then print this to use as an ordering list for your suppliers.

When you print the summary, you first have the option to print the item level detail. Whether you decide to print this report or not, you have the option to print the summary totals as a separate report.

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.