Viewing Instances

Objective: In this video and/or step by step walkthrough, you’ll learn about viewing estimates from an item on the estimate screen

Viewing Instances

For this example we will be in the Estimate screen and focusing on the Install Stainless Steel Door Labor

The icon in the upper, left-hand corner of your screen that looks like a # (pound sign) is the Instance Count Column

The number reflects how many times this item is being used in the job

Detail Records Window

If you hover over the number for an item you can left click to open the Detail Records window

The list contains the 2 assemblies on the build screen that generated this item

Adjust Columns

You can adjust the columns by left clicking on the columns button

For this example, we will remove Unit Price by left clicking inside the check box beside this item

Close the columns module by left clicking on the Columns button

When you return to the Details Record screen, you will see that your Unit Price has disappeared

You can bring it back by clicking on the Columns button and clicking in the check box once again

Select Section

To focus on a specific section on a scenario, click the drop down arrow in the Select Section box

Here you will find a list of any other sections where this item is being generated

Select the section by left clicking on it

Filter by Page

Once you select a Section, you can filter by Page

Left click in the Select Page drop down, then left click to select a Page

Filter by Assembly

Once you choose a valid Page, you can also filter by Assembly

Left click on the drop down and click on an Assembly to view the data generated for that item

Show Source

Left click on the Show Source toggle at the top, right-hand side of the window to display additional information above the section data

On this example, the Section and Page are now shown above the data

Click the X to close the window and return to the Estimate Screen