Select 
or File
> Summary in Takeoff
Return to the Main
Menu and select 
After completing Takeoff, there are two ways to access Summary:
Select or File
> Summary in Takeoff
Return to the Main
Menu and select
The Open Summary window displays.
Note: For detailed information about the fields and functions in this display, see Open Summary Window.
The “Open Summary” window shows the Job and Estimate
that was last active when you were in Takeoff (in the Job
and Estimate fields). If this
is not the Job/Estimate on which you want to run Summary, use 
to display the other Jobs/Estimates
available and make another selection by highlighting a Job/Estimate.
Select 
. The Summary set-up
displays. This window contains several sections or tabs
labeled: Report Type, Pricing, etc.
Note: For detailed information about the tabs and functions in the Summary window, see Summary Setup.
Select a Report Type. Each report is set-up with default settings for Pricing, Adjustments, Design Specs, Levels, and Level Adjustments.
For more information on the settings tabs, see:
Note: You will probably want to create new Report Types with other settings to fit your requirements. See Adding a New Report Type.
When the Summary calculations are complete, the “Edit Summary” window displays for you to give the Summary a name and enter any applicable notes.
When the Summary is finished, the Summary File Maintenance (SFM) window displays. Now you can view the details of the Summary.
The Summary file is comprised of three main folders: Summary, Subtotals, and Phases. Each folder contains the Level breakdowns. Subtotals contain material and labor amounts by Subtotal. Phases show the totals in each Phase. (A fourth folder, Invalid Items, will be shown if the program finds any invalid items.)
See Summary File Maintenance for a detailed explanation of the Summary file.
To exit Summary, select File > Exit.
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Notes:
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