After you have assigned category or phase numbers to each pay item, you can then assign descriptive names to the category numbers.  For example, Category 1 can be defined as “Grading" items and Category 2 as “Base Stone" items.

There are two places you can assign category names.  The first from the main estimate screen select the OPTIONS: PROJECT CATEGORIES/PHASES menu option.  This window is shown in Figure 1.

The second place to enter or edit category names is on the category/phase totals window accessed from the  window on the main estimate screen.  This screen is shown in Figure 2, below.  Just as with the previous option, simply double click on the desired category or phase and type in a new description.

After you have assigned categories or phases to pay items you can view the category totals by selecting the Category/Phase button on the project totals screen.  This window is shown in Figure 2.

Figure 1

Figure 2