Create a summary row

If you selected a Tree Structure format, you can indent rows. These indented rows can be used to capture cost transactions. The parent node acts as a summary row, summarizing the information present for each of the indented "child" rows. You cannot enter information directly into a summary row.

To create a summary row by indenting

  1. In the Rows window, select the checkbox of the row(s) to indent under the summary row.
  2. Click the Indent button. The row immediately above will become a summary row. All monetary values in the detail lines below a summary row will be rolled up to the summary row automatically.

To outdent a row

  1. In the Rows window, select an indented row by clicking its checkbox.
  2. Click the Outdent button. The row will no longer be part of the summary row.


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Last Published Friday, April 9, 2021