Update a material summary

Update the information in a material summary to the most recent revision of Material Take-Offs (MTOs). You can update the list of MTOs or part lists included in the material summary. MTOs with the value in the Assign Method field as Filter that no longer match the filter criteria are removed. You can only recalculate a material summary with the value in the Status field as Open.

1. Navigate to the s21026 Material Summaries screen.

2. In the Project control block, from the Project dropdown, select the ID of the required project.

3. To refresh the screen, select the F5 key.

4. In the Summaries grid, select a row.

5. On the s21026 menu, in the Options group, from the Update Summary to Current MTO revision dropdown, perform one of the following:

   • To clear manual adjustments made in the Summary Content grid, in the Materials tab, and update the material summary, select Clear Manual Adjustments and Update.

   • To keep manual adjustments made in the Summary Content grid, in the Materials tab, and update the material summary, select Keep Manual Adjustments and Update.

   The Job Started pop-up window appears. A job is triggered in the background to update the details of the selected overissue material.

   When the Job Completed pop-up window appears, the update is completed.

   The selected material summary is updated.