Summary View

Using Summary View, you can quickly get a rundown of the estimates in a proposal. If you need to share your summary data or review it outside of ProPricer™ EstimatorFLEX, you can export it to a .csv file.

The amount of detail in the Summary View grid depends on the columns you select. The bottom row of the grid shows the proposal’s total hours, units, cost, direct cost, estimate input, and price.

Open Summary View by selecting a proposal on the Proposals page and clicking More Actions > Summary View.

If your proposal has resources that are no longer in the direct rate table, the resource names will be red.

Settings

To open the Summary View settings, right-click the grid, then select Settings.

Setting Description
Show Grouping Show the grouping area above the Summary View columns. You can drag column headers there to create data groups that expand and collapse.
Show Filtering Show the filter row above the Summary View columns. You can filter each column to narrow down data in the grid.
Reset Reset the Summary View grid to its original layout.

Export to CSV or Excel

You can enter a name for the spreadsheet that will be created when you export your grid to a CSV or an Excel file.

Right-click anywhere in the grid, point to Export, then select CSV Export or Excel Export.

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