- Knowledge Base
- Financials
- Estimating
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
- Navigate to desired Project via the Left Sidebar
- Select the Financials tab
- This will automatically open to the Estimating category
- Click the gray triangle next to the desired Subcategory/Category to Expand or Collapse it
HAVE MORE QUESTIONS?
We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.