Multi-Level Item Detail

While the stock Spreadsheet Report in Sage Estimating offers powerful on-demand output capability based on your spreadsheet layout library, its customization capabilities are finite.

This export template serves as a starting point very similar in nature to the stock Spreadsheet Report, with an enhanced “combine like items” algorithm that can also be tailored to your needs.


Export Workflow

Crosstab Analysis with Backup

Available sort criteria are as follows, up to seven (7) levels deep:

  • Group Phase
  • Phase
  • Location
  • WBS Codes (1 thru 40)

Sample output from the export template can be found at the links in the table below.  All export samples are unaltered and generated directly from the Sage Estimating sample project described here.

Export Selections Addon Allocation
Sort Criteria None Allocated Allocatable Only
Level 1 Level 2 Level 3 MS Excel PDF MS Excel PDF
Group Phase Phase   Sample Sample Sample Sample
Bid Item Group Phase   Sample Sample Sample Sample
Bid Package Group Phase   Sample Sample Sample Sample
MF 2016 Division Group Phase Phase Sample Sample Sample Sample
MF 1995 Division MF 1995 Level 2   Sample Sample Sample Sample
UF II Level 1 UF II Level 2 UF II Level 3 Sample Sample Sample Sample
UF 2010 Level 1 UF 2010 Level 2 UF 2010 Level 3 Sample Sample Sample  Sample

Click here to download all samples referenced in the table above.