Create a material summary
- Last UpdatedMay 07, 2026
- 1 minute read
A material summary aggregates the quantity of items required for selected material take-offs and part lists.
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Navigate to the s21026 Material Summaries screen.
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In the Project control block, from the Project dropdown, select the ID of the required project.
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To refresh the screen, select the F5 key.
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On the Home menu, in the Record group, select Create.
In the Summaries grid, a blank row is created.
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Select the General tab, and perform the following:
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From the Purpose dropdown, select the required purpose.
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From the Discipline dropdown, select the required discipline.
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To save the changes, on the Home menu, in the Record group, select Save.