The Custom Columns band allows you to create columns that can be Text (a simple note), Material (which is pricing), or Labor (which is in hours). By default, there are no header panels listed when the Summary report is created. There is only a “Custom Columns” band.
To add a header panel to the custom columns, right-click the mouse on any header panel.
To add or edit a custom column, you must have the option for Allow Item/Item# Column Editing checked in General Preferences (go to File > Options > General Preferences).
Note: Custom Columns are Estimate-specific.
Move the arrow down to Add Custom Column, and then select from Text Column, Material Unit Column, or Labor Unit Column.
A prompt will appear asking you to name the header.
Type in the name you want for the header.
Once you are done, select OK, and the header will appear in the Summary File Maintenance.
Now you can edit the header by clicking the row you want to edit with the mouse and typing the information.
Note: When data is added to custom columns (material, labor, or text), that data will remain in place until the report is updated. If you update the report, these changes will be lost. If you want to transfer the Material Prices or the Labor Units into your Material Unit/Labor Unit column, you must first open the summary report, highlight the selected items, and right-click the mouse to select “Move to Material Unit” or “Move to Labor Unit”. Material Unit pricing is always the net price.
Note: For information on how to setup Custom Columns for EZ-Price, NetPricer, or Supplier Xchange, see EZ-Price/NetPricer Columns.