Updating a Summary - Example

  1. To update a Summary, simply highlight it in the Open Summary window (Figure 1).

Figure 1

  1. Select .
  2. The program performs the update. When finished, the Open Summary window is revised with new status information for the Summary (Figure2).  The TO and $ icons have been restored to and , indicating that Takeoff and the Estimate Pricing File are current for this Summary. Also, the Date has been updated.
 

Figure 2

The Combined Summary has not been updated. The only time a Combined Summary is generated is with the very first Summary you run. You will have to perform the Update procedure on it separately.

The program also allows you to select more than one Summary and update them all at once. That is, if you wanted to update both the Summary Report and the Combined Summary shown in the Figure 1 example, simply select both of them, then . Both summaries will be updated.

You can also undo updates made to Summaries.  To do so highlight the updated Summaries you wish to convert back, right-click, and select the Undo Update option.