Locked Estimate Line Items

Feature

Starting with Goldenseal estimating software version 4.3, we've added a padlock column to estimates with an Items breakdown.

When the padlock is locked, Goldenseal uses the "suggested" quantity for that line item, as calculated from the project dimensions. When the padlock is unlocked, Goldenseal will use whatever quantity you type in.

If you have a change of dimensions, Goldenseal will not replace the quantity for any of the unlocked line items. This is an improvement over our previous system, which would replace all quantities after an overall dimension change.

Suggested By

User feature request.

How to Use

If a padlock is closed, the quantity is calculated from dimensions. To unlock the padlock, click on it.

If a padlock is open, you can type in a quantity (and it won't change if you change dimensions). To lock the padlock, click on it.

If you have customized your estimating layouts, you won't see the padlock column right away. To add it, follow these steps:

  1. Choose Custom Layouts from the Options menu, and choose Transactions from the submenu.
  2. Enter Estimates into the Transaction popup field at upper left.
  3. Enter Items into the Layout popup field.
  4. Click in the breakdown table near the bottom of the layout.
  5. Choose Add Column to Table from the Edit menu.
  6. Choose Locked from the list of optional columns, then click OK.
  7. Hold down the Control key, and click on the new column to drag it to a new location.
  8. To rename the column, double-click on the column, type in a new title, then click OK (we use a single space as the title in our stock tables).
  9. When you are finished, close the layout and save changes.

NOTE-- Another way to add the column is to follow steps 1 to 3 above, then choose Revert to Original from the File menu. If you do that, you will lose any changes you have made.

Technical Details

Programmer Note: code added in CSpreadsheetTable::HandlePadlockClicked and elsewhere. Calculation changed in CEstItemBreakdownTable::UpdateAllQuantities.