!Sum()

Hi Nathan. We don't have this currently. You can get some "sum" capabilities in the reports grid currently depending on how you sort/group the data. We are planning to add a Sum capability directly on the takeoffs / items as well. Do you have any additional details what you would like to accomplish on this just to make sure we are building it correctly?

Hi Heber. I would like to be able to use these "sum" values within formulas for other parts. It will allow me to create "totals" parts that I can display in my reports without have to add a whole bunch of columns that our Project Managers don't want to see. Here's a simplified example --> Project managers don't care about seeing the marked up price for each individual line item. They do, however, want to see a marked-up value for our final cost. So...if I can use "SUM" to total all of my line item costs, then I can create an individual part that uses the SUM value times the markup to get a final dollar amount without adding an extra column in the report. Does that make sense? There are lots of calculations we do AFTER we sum up our costs (markup being only one of them) that I don't need or want to calculate for each individual line item.

The reporting aspect is only one use case. I've used it in many other circumstances. The SUM is the last piece of the puzzle I need to build something that I can use to convince my team that we don't need Excel anymore. We are a large commercial GC, and this could be huge for us.

Awesome! Thanks for the additional details Nathan. We'll be sure to add this.

Any idea on a timeline for this feature? I'll bet you never get THAT question.... :)

😂 I don't know for sure, but we'll get it in here as soon as possible.

Quick question: when you use Sum, are you trying to get it to total of direct children of the item, or all descendants including children of the children.

I suppose direct children would be the most flexible option. That way, I could still accomplish the latter by summing up through each generation if needed.