From within the Templates tab you can create linears for use in estimating and takeoff before you need them; you can also export or import them into jobs.

• To create a new linear, select the New Linear button; to create a new sub-item linear, select the lower portion of the button.

• The Form properties window allows you to name your linear section and to set the color, fill type and location.
• When finished, click the OK button to continue; you have now created a new linear section for your use.

• The Advanced linear option allows you to enter, set, and update more options.
• Select the Advanced button to open the Properties window.
  • Estimating - This section allows you to estimate, set formulas and equations for estimating, and define other linear estimating rules for later use.
  • Item - This section allows you to set general information about the template linears, including the name and the linear type.
  • Other - Under this section, you can set some of the actions the linear will handle.
  • Audit Trail - Properties related to when the folder was created and when it has been updated.
  • Created By - Who created the folder.
  • Time Stamp - Date and Time the Folder was updated.
  • Padlock - Allows you to lock and unlock the contents of that row. Clicking on the lock toggles the setting.
  • Light Bulb - Indicated if the row is visible or not.
    • Yellow Bulb - Row visible.
    • Gray Bulb - Row not visible.
• When done, click the OK button to continue; you have now created a New Linear for your use.

New Area or Sub-Item Area

New Segment or Sub-Item Segment

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