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Select Summaries Functions

The Select Summary functions are described below.

Apply Subtotal Adjustments in Bid Summary:  When this option is checked, the selected bid will apply Subtotal Adjustments.  If it is unchecked, the Subtotal Adjustments will be ignored.

Notes: 

  • The Apply Subtotal… option is only available when subtotal adjustments have not already been applied in the Summary. If this is the case, then the Apply Subtotal… option will appear grayed out. Summaries window will also give you the following message when the highlight Summary has subtotals adjustments already applied:


 

  • Including Subtotal Adjustments in a Summary can be toggled while creating a new Summary.  After selecting the “New” button in the Open Summary window, select the “Level Adjustment” tab and un-check the “Subtotal” option.  This will activate the Apply Subtotal… option when highlighting a Bid Summary using that particular Summary file.

  • If you create a summary that contains “net price” items and choose to “Apply Subtotal Adjustments in Bid Summary”, you will now get a message stating, "This summary contains "net price" items. Applying Subtotal Adjustments to these items may result in incorrect prices. Are you sure you wish to continue?"

This function is only available once a bid exists. Use this function to re-select a Summary (or Summaries) in an existing bid. The bid will be recalculated using the numbers from the new summaries, but entries you made in the Bid Components will be untouched (e.g., phases, rates, quotes). You can then reconstruct the bid as if it were a new bid. Select the Summaries you want to include, then select this function. The program recalculates the bid, then goes directly to the Bid Components view of the bid.

Returns the program to the Summary window.


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