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How Do I Use SubHeaders and SubTotals in AQ?

SubHeaders and SubTotals break out an AQ project or quote into sections and follow the insertion point settings selected on the project spreadsheet ribbon.

Using SubHeaders and SubTotals are excellent ways to break out a project or a quote into sections.

Note: Both SubHeaders and SubTotals honor the insertion point settings found in the ribbon at the top of the project spreadsheet. These settings include:

  • Insert Above Current Line
  • Insert Below Current Line
  • Insert As Last Item

 

AQ_SubHeaders_SubTotals_Insertion_Point_Settings

How to Insert a SubHeader and SubTotal into a Project
  1. Navigate to a Project Spreadsheet.
  2. Right-click on the row where the insertion should take place and select either option from the pop-up menu.

 

AQ_SubHeaders_SubTotals_Right_Click_Options

3a. After inserting a SubHeader into the spreadsheet, double-click on the row's Spec cell to change the text. Press the OK button to save.

 

AQ_SubHeaders_SubTotals_Edit_SubHeader_Text

3b. Add a SubTotal under each SubHeader section to show the subtotal for that part of the printed quote. In the image below, the SubTotal is under the "Kitchen" SubHeader.

 

AQ_SubHeaders_SubTotals_SubTotal_Under_Kitchen

  1. As shown below, SubHeaders and SubTotals appear as distinct sections within the published quote.

 

AQ_SubHeaders_SubTotals_Published_Quote

Watch the Video

AQ Basic Training Chapter 10 — Project Navigation & Toolbars