General Questions
This is a great place to ask those general questions that don’t fit in other specific groups.
Organizer:
- Organized by
-
-
Added custom columns and Revu moved my data!
-
Added custom columns and Revu moved my data!
My workflow includes assembling a .XLS file with columns in a specific sequence for upload into our estimating software. Part of my process includes inserting 4 additional columns so that I push the “Phase” value into the correct position. Not a big deal, but it’s a step in the process none the less.
I’ve had it on my list to add these 4 placeholder columns to my markups list so that they would be there from the start. I finally decided to do make the time to do this this week – only takes a minute, right? So I added the 4 columns where I needed them and then shrunk them down so they don’t take up too much screen space and saved the configuration to my profile.
Fast forward to today and I’ve started a new takeoff. It appears that when I use my tools from my tool chest the values that were previously in my “Phase” column are now showing in my newly added “Unit Price” column.
While I know I can re-order the columns to get the “Phase” value in the right place by modifying my Power Query (and probably could just insert the 4 placeholder column in PQ also) the question begs to be answered why my custom column “Phase” data didn’t stay in the “Phase” column.
Any thoughts?
-
2 Replies
-
Points: 26,364Rank: UC2 Brainery Advanced Brown Belt
As a follow up I use a “Cover Sheet” on my takeoff files that brings in “Standard” items that we include in every estimate. I copy this cover sheet into my takeoff set when I get started. This sheet also includes my standard layers.
So, what’s interesting is that the markups on the cover sheet are fine – the new columns are right where they need to be and the “Phase” data stayed in the “Phase” column. The newly applied markup has the “Phase” value in the “Unit Price” column… 😜
-
Points: 26,364Rank: UC2 Brainery Advanced Brown Belt
I probably should have explored this further before posting rather than this play-by-play approach…
If I start with a new blank PDF everything seems to be in the right places – so it appears that my tools are not corrupted… 🙂
-
Log in to reply.