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Creating a New Summary

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.

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.

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:

Pricing Tab

Adjustments tab

Levels tab

Level Adjustments tab

Seal Joints & Seams tab

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.

If you return to the Open Summary window (by selecting File > Open), you will see two Summary files. The Summary Report is the Summary based on your settings with level breakdowns. The Combined All - Estimate File Pricing Summary includes only Summary, Subtotals, and Phases (no level breakdowns).

New Summary reports are placed at the next open sequence number.

If a Summary name appears in red in the Open Summary window, that Summary is locked-out. This means that Summary is already open (in multi-user/network systems, it's usually another user who is working with that Summary and you will not be able to select it).