Learn more

About the Takeoff Details tab grid menus

Note: This functionality is available only if you have the Estimating Module.

The 9-5 Takeoffs window provides five tabs for working with estimates. Three of the tabs have grids.

The Takeoff Details tab can be constructed from definitions and descriptions of what is needed to complete the work in addition to parts and assemblies. This grid can be built and customized to provide information on specific parts of an estimate by displaying specific views of an estimate.

Tip: You can also select the Lock Edit checkbox to prevent unauthorized users from editing or deleting the details of a takeoff, while preserving the ability to view and export the takeoff.

Four menus interact on the Takeoff Details tab grid to provide functionality for customizing the grid into different views and for working with values within the grid.

The Grid Views menu located on the menu bar.
The View drop-down menu located on the window tabs to the right of the Bid Item and Phase drop-down menus.
The grid cell right-click menu opens when you right-click in any grid cell.
The column right-click menu opens when you select a column heading and right-click it.

Notes:

The grid on the Takeoff Details tab is unique among Sage 100 Contractor grids. It provides more menu options, and therefore more functionality than the grids on other windows and tabs.
There are two different ways to work with columns on the Takeoff Details tab grid using the mouse right-click. The program displays various commands depending on the column header or column cell you right-click.
For information about creating permanent grid views, see the topic Right-click grid cell menu (Takeoff Details tab).
The Recaps tab does not offer any grid menu functionality.