Updating a Summary

A Summary is updated using the function in the Open Summary window.

The Update function is used when a Takeoff file has changed (items added, quantities changed, etc.) and/or when Estimate Pricing File has changed. A changed Takeoff file is indicated with the icon under the TO column in Open Summary. Similarly, a changed Estimate Pricing File is indicated with the icon under the $ column. You must re-run Summary to ensure it contains all of the information in the updated Takeoff file and Estimate Pricing File.

The Update function finds all Takeoff changes that match the breakout you defined for the Summary. For example, the Summary was previously run including a breakout of Drawings 1, 2, and 3. Then, Takeoff was modified to include Drawings 4 and 5, with changes to Section 3. When Update is run, the program will update only those items in Summary for Drawing 3. Drawings 4 and 5 were not included in the Summary breakout, so the additional Takeoff entries in those Drawings do not affect the Summary.

If you want the Summary to include additional Drawings, you must either modify the properties of the summary or create a new Summary and select all of the appropriate levels, sub-levels, and descriptions within those levels. See Creating a New Summary.  If you modify a Summary's properties, the changed Properties are indicated with the icon under the Properties column.

For detailed steps on how to update a Summary, click here.