Open Summary Editing Functions

There are a number of editing functions available in the Open Summary display. These allow you, among other things, to change a Summary description, delete a Summary, and determine in what order the Summaries are listed.

The editing menu is accessed by highlighting the Summary that you want to edit, copy, delete, or whose properties you want to view, then clicking once with the secondary mouse button. A drop-down menu appears.

EDIT: This selection lets you edit the information for the highlighted Summary. When you select Edit from the drop-down menu, the editing window displays.

When multiple Summaries are selected, editing cannot be performed.

The Edit Summary window lets you enter a new name for the Summary and notes (e.g., if a change order has been issued, an explanation of the Summary settings). It also includes more detailed status information than appears in the Open Summary window: the dates the Summary was last run, when Takeoff was last changed, and when the Estimate Pricing File was last changed.

COPY: This command is only available when a single Summary is selected.

PASTE: The Paste command is only available when Copy has been used previously.

DELETE: Deletes the selected Summary or Summaries.

PROPERTIES: Accesses the Summary setup window where you can review the Summary's Pricing, Levels, and Level Adjustments (Report Type is not included). This allows you to see how the Summary was run and make changes.

Select to save any changes you may have made (a prompt will display for you to confirm that you want to change the properties of the summary report). If you select any changes you made will not be saved.

Once you change the properties of a Summary report, that report cannot be opened until it is updated. When the properties of a Summary have been changed, a

icon is shown in its Properties column. You will have to Update the Summary for the changes to take effect.

The Properties selection is also available in Summary File Maintenance (View > Properties), although changes cannot be made at that point. Property changes can only be made when properties are accessed in the Open Summary window.

IMPORT QUOTE: This function is used to return a quotation (REQ file) that has been priced back to its original summary file, in turn, pricing the items in summary. See Import Quote.

An REQ file is created using the Export to Trimble Estimation function (see Export to Estimating).

LOCK UPDATES: When Lock Updatesis checked, the Summary Report cannot be updated and the properties cannot be changed. The report can still be opened, however. When you select Lock Updates, the program will display a prompt asking you to confirm that you want this Summary locked (a similar prompt displays when you unlock a Summary). When a Summary is locked, a is shown in its Lock column in the Open Summary window.

LOCK EDITING: This option allows users to make Summary reports read-only, so changes cannot be inadvertently made to the report. This locking feature is separate from the Lock Updates option. When checked, a icon is shown under the Lock column.

If both the Lock Updates and Lock Editing option or checked for a Summary report, the

symbol will be displayed in the Lock column.

UNLOCK ALL: This option will remove any activated locks on the Summary report.

SORT BY NAME/SORT BY DATE: These selections control how the list of Summaries is displayed: either alphabetically by name, or chronologically by their run date. The default is Sort By Name.

REFRESH: This function is mainly for users of a multi-user or network system. If another user deletes a Summary or runs a new Summary, you normally wouldn't see this in your view. The Refresh function "refreshes" the Open Summary view, updating it with the latest reports run by other users.

(right-click) UNDO UPDATE: Will reverse a recently applied update to the selected Summaries.