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Templates_new_count.png

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

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

New_count_properties.png

  • The Form properties window allows you to name your New Count item and to set the shape, size, color, fill and location.
  • When finished, click the OK button to continue; you have now created a New Count item for your use.

New_count_advanced.png

  • The Advanced Count 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 count estimating rules for later use.
    • Item - This section allows you to set general information about the template count, including the name and the count type.
    • Other - Under this section, you can set some of the actions the count 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 - Indicates whether the row is visible.
      • Yellow Bulb - Row visible.
      • Gray Bulb - Row not visible.
  • When done click the OK button to continue; you have now created a New Count item for your use.

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