Summary View

Summary View provides a quick rundown of the estimates in a proposal. If you need to share your summary data or review it outside of Contractor Essentials, 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.

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.