Expand/Collapse a Category or Subcategory

OBJECTIVE

To Expand or Collapse Subcategories in 3-Level Estimates or Categories in 2-Level Estimates.

BACKGROUND

ConstructionOnline provides the most powerful cloud-based estimating in the industry, giving users the ability to manage their project financials from proposal generation through final invoicing.

THINGS TO CONSIDER

  • 3-Level Estimates expand/collapse Subcategories, while 2-Level Estimates expand/collapse Categories.
  • Expanding/Collapsing does not remove any data contained within the Subcategory/Category.
  • The Subcategory/Category will remain expanded or collapsed until it is manually altered.

STEPS TO EXPAND/COLLAPSE ESTIMATE SUBCATEGORIES/CATEGORIES

  1. Navigate to desired Project via the Left Sidebar
  2. Select the Financials tab
     
    1. This will automatically open to the Estimating category
  3. Click the gray triangle next to the desired Subcategory/Category to Expand or Collapse it

    HAVE MORE QUESTIONS?

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