Customize Summary Sheet columns

Show or hide columns, reorder them, and pin important columns to customize the Summary Sheet layout.

The following table is a sample of the columns you can add, and their logical groupings.

Summary Sheet columns
  Column name
Group

  • Grouping

  • Id

  • Code

  • Name

  • Takeoff Quantity
Estimate

  • Total

  • Unit Price

  • Equipment:

    • Quantity
    • Factor
    • Unit Price
    • Productivity
    • Rate
    • Total

  • Labor:

    • Quantity
    • Factor
    • Unit Price
    • Productivity
    • Rate
    • Total

  • Material:

    • Quantity
    • Conversion
    • Factor
    • Price
    • Waste
    • Unit Price
    • Total

  • Other:

    • Quantity
    • Conversion
    • Factor
    • Price
    • Waste
    • Unit Price
    • Total

  • Subcontractor:

    • Quantity
    • Factor
    • Unit Price
    • Productivity
    • Rate
    • Total
Bid
  • Subcontractor:
    • Budget
    • Net Total
    • Gross Total
    • Awarded Name
  • Budget:
    • Total
    • Unit Cost
    • % Total
  • Net:
    • Total
    • Unit Cost
    • % Total
  • Gross:
    • % Total
    • Total
    • Unit Cost
WBS

  • Alternate

  • Bid Package

  • Job Cost

  • Job Cost Category

  • Bid Package Phase

  • Work breakdown structures (WBS) added either when you imported the project or that you added manually.

You can also show or hide columns, reorder columns, and pin columns from the Layouts tab.

Show or hide columns

  1. Go to Projects.

  2. On the Projects page, open the project by selecting Enter on the project tile or the enter icon (Enter project icon.) next to the project row.

  3. On the Summary Sheet, right-click any column header or select the more actions icon ().

  4. Select Choose Columns.

  5. In the Choose Columns dialog, do either of the following:

    • Select a checkbox to show a column.

    • Clear a checkbox to hide a column.

  6. Close the dialog.

Reorder columns

  1. Go to Projects.

  2. On the Projects page, open the project by selecting Enter on the project tile or the enter icon (Enter project icon.) next to the project row.

  3. On the Summary Sheet, select the column header.

  4. Drag and drop the column to the desired location.

Pin columns

You can pin columns to the left or right-side of the Summary Sheet to keep important data visible while scrolling.

  1. Go to Projects.

  2. On the Projects page, open the project by selecting Enter on the project tile or the enter icon (Enter project icon.) next to the project row.

  3. On the Summary Sheet, hover over a column header and select the ellipsis icon ().

  4. Select Pin Columns, then select one of the following options:

    • Pin Left

    • Pin Right