Select levels to summarize

  1. Open a job in the Manage Estimates screen.
  2. From the Summary tab, click Levels on the speedbar.
  3. In the Level 1 field in the Summary Criteria window, click to select the WBS code by which you want to summarize the estimate.
  4. Repeat step 3 for each level you want to summarize. You can summarize by up to 20 levels.
  5. Click OK. The Summary tab displays subtotals of the levels you selected.
  6. If you want to see a subset of the levels selected, in the Levels field on the speedbar do one of the following:
    • Enter the number of levels to display.

    • Click to increase or decrease the number of levels displayed.

      Note: You can set the subset of levels displayed as needed. Keep in mind that the application always displays the levels based on the order they are selected in the Summary Criteria window.
  7. Select the Show estimate checkbox to display cost items from the Estimate tab on the Summary tab.
  8. Select the Show acceptable alternates checkbox to display alternates with a status of Acceptable on the Summary tab.
  9. Select the Show change orders checkbox to display change orders on the Summary tab.
  10. Select the Show cost item detail checkbox to display the cost item detail on the Summary tab. Deselect this checkbox to show the data at the WBS code level only.
  11. Select the Consolidate cost items checkbox to combine duplicate cost items into one line, even if they appear in different tabs. If you select this checkbox, the Location column displays Consolidated for all lines.