Hiding bid total amounts in 9-5 Takeoffs
This functionality is only available if you have purchased the Estimating Add-On Module.
In business situations where certain amounts and totals must be hidden from view, Sage 100 Contractor provides the functionality to make sure that your company bid information is kept private. Pressing the F7 key when your cursor is in almost any cell, list, check box, grid cell, or column opens the Field Properties window. In the Field Properties window, a supervisor can set up the security on the 9-5 Takeoffs window to hide or reveal bid total amounts.
Important! The supervisor user may want to hide some of these items and reveal others, but to be able to view 9-5 Takeoffs from a cost-only perspective, all the items should be hidden.
Important! If a report contains a field that is restricted for a user, then that report is unavailable to that user.
To hide bid total amounts:
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1
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In the 9-5 Takeoffs window, click the Takeoff Details tab and do the following: |
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2
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In the grid, select the O/H Rate column, press F7, and set the security. |
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3
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Select the Overhead column and press F7. |
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4
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Select the Profit Rate column and press F7. |
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5
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Select the Profit column and press F7. |
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6
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Select the Ext Price column and press F7. |
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7
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Click the Insurance/Tax/Bonding tab and do the following:. |
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a
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Under Liability Insurance, in the Bid line, place your cursor in the Amount cell, press F7, and set the security. |
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b
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Under Use Tax, in the Bid line, place your cursor in the Amount cell, press F7, and set the security. |
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c
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Under Bonding, in the Limit 1 line, place your cursor in the Amount cell and press F7. |
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d
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Under Bonding, in the Limit 2 line, place your cursor in the Amount cell and press F7. |
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e
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Under Bonding, in the Limit 3 line, place your cursor in the Amount cell and press F7. |
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8
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Click the Bid Summary tab and do the following: |
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a
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Place your cursor in the Gross Margin Override text box, press F7, and set the security. |
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b
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Place your cursor in the Bid Amount text box and press F7. |
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c
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Place your cursor in the Markup % text box and press F7. |
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9
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On the menu bar, point to Update, then Grid (or Takeoff), then Overhead/Profit by Cost Type. |
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10
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In the Overhead/Profit by Cost Type window, click in each cell in the Overhead % and Profit % columns, press F7, and set the security. |
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11
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Close the Overhead/Profit by Cost Type window. Do not update. |
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12
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In the Bid Items window grid, do the following: |
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a
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Click the Takeoff Details tab. |
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b
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Next to the Bid Items cell, click the detail button. |
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c
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Select the Overhead and Profit columns, press F7, and set the security. |
More resources
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