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Using the Estimate Action menu
The Estimate Action menu lets you perform a variety of estimate tasks, including viewing, printing, and exporting your estimates, creating reports, marking costlines as subcontracted, and editing cost data.
To use the Estimate Action menu,
1 |
With the estimate you are working with open, click the Estimate Action drop-down list:
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2 |
Select the option you want to use and click Go:
Use the following table as a guide in using the Estimate Action options.
Option |
Function |
| Change Estimate Header |
Opens the preferences menu of the estimate.
See the section for Completing the estimate basics in Creating an estimate for information about using this menu. |
| Change Cost Data |
| Preview
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Opens the estimate in a separate window. You can choose to print an estimate preview. An estimate report can be converted to a .PDF format for printing or distribution.
Use the following table for using the options for either Preview or Report.
Select... |
To see... |
| Unit Cost Detail |
a fully detailed report of all estimate costlines. |
| Unit Cost Summary |
a summary of the unit costs of the estimate. |
| Unit Cost Detail with SubContracted Lines |
a fully detailed report showing all subcontracted lines |
| Unit Cost Summary with SubContracted Lines |
a summary unit costs showing subcontracted lines. |
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| Report |
| Mark Subcontracted |
Marks a costline as subcontracted or removes the subcontracted indication. When a costline is marked as subcontracted, an S is added to the costline detail:
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| un-Mark Subcontracted |
| Email Reports |
Use to send as e-mail attachments the following estimate reports:
- Unit cost detail
- Unit cost summary
- Unit cost detail with subcontracted lines
- Unit cost summary with subcontracted lines
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| Export to Excel |
Click to export the estimate as an Excel spreadsheet. You can choose to open or save the estimate in .XLS format. |
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