IntelliBid User Tip: Customize your Takeoff & Summary Display Screens

The display screens in Takeoff and Summary include many columns but some of this information may not be important to you while working in these screens. Version 8 introduced the ability for each user to select only the columns they want to see in the Takeoff and Summary screens.

Go to Maintenance > Preferences > General tab. At the bottom of the tab, is a list of the fields for Takeoff and Summary display screens. The software is initially set to display all fields. Simply uncheck any fields you would like to exclude from the display screen and check any fields you want included. You can have different selections for the Takeoff and Summary screens.

Go to Maintenance > Preferences > General tab. At the bottom of the tab, is a list of the fields for Takeoff and Summary display screens.
When you open Takeoff or Summary screen, the selected fields will be the only ones shown. You can also set the order of the fields. Note that the Size and Description columns are not optional and cannot be moved.

Select (highlight) a column, for example the ‘Discount’ (the column just before ‘Subtotal’)

Use the left mouse button and click the ‘Discount’ column heading and hold the button down

Without releasing the mouse button, drag the column to the position you prefer (note the column label is visible as you move the mouse to the left or right).Without releasing the mouse button, drag the column to the position you prefer

Move the mouse over the divider between the columns you want to place the moving column. We’ll place it after the Labor Result. Notice the 2 black arrows identifying the position the moving column will be placed.

Move the mouse over the divider between the columns you want to place the moving column

When you release the mouse button, the column moves to the position between the 2 columns chosen. When you release the mouse button, the column moves to the position between the 2 columns chosen

Selecting the fields to display and arranging their positions in the Takeoff and Summary screens helps the estimator as he/she reviews their estimate. Whether it’s to see the discount level of the products or the manufacturer/catalog number, the information needed is readily available on the appropriate screen.

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