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 BOE Pro, 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.

Summary View has a CER Update button at the top-right. Click it for on-demand pricing with the proposal's CER data included. CER will appear in the Source Type column to show which estimates were generated by a CER.

Open Summary View by selecting a proposal on the Proposals page and clicking More > Summary View.

Settings

To open the Summary View settings, right-click the grid, then select Settings.

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.

Export to CSV or Excel

You can enter a name for the spreadsheet that will be created when you export your grid to a CSV or an Excel file.

Right-click anywhere in the grid, point to Export, then select CSV Export or Excel Export.