Quantity Formula

Quantity Formulas are used to calculate values in your estimate. These formulas can draw from a variety of sources, including variables found in other parts of your estimate such as line items, Rooms, Units, sort codes, etc. When viewing your estimate under the Quantity column, any “potion” icons you see represent a quantity formula. Create your own by using the steps below.

Add a Quantity Formula

To add a quantity formula, you can right-click on the line item you want to add a formula to, and select the Edit Quantity Formula option.

A pop-up window will appear, allowing you to create a formula for this line item with any Values (like Area, Metric, Number, etc.) and Operators (Add, Subtract, Divide, etc.) you’d like.

Note: Please be aware that Alternate values may be designed to be excluded in formulas if they are unaccepted. Please review this article for more information: How Alternate Values are Filtered in Formulas.

Edit a Quantity Formula

You can edit the quantity formula of a line item by clicking on the blue “potion” icon. A pop-up window will appear displaying the automatic formula created in the platform based on the line item.

To edit the formula, or add elements to it, you can click on the blue + button located on the top right, or by using your keyboard and pressing Ctrl + Enter. You can also remove these elements by clicking on the X next to the box in question, or by pressing Delete on your keyboard.

If you’ve made any changes that you’d like to save, be sure to click on the Save button; otherwise, if you click Close or close the screen, none of the changes will be saved.

Delete a Quantity Formula

If you want to delete a quantity formula, you can right-click on the cell where the formula is located (or the line item where this formula is located), and select the Clear Quantity Formula option.

Note: If you want to fully zero out the quantity of a line item, highlight the quantity cell of that line item, enter "0” on your keyboard, then press Enter.

To manually override your Quantity Formula with a number other than zero, highlight the quantity cell of the line item, enter the number, then press Enter.

Both actions will gray out your potion icon, but will not affect your formula. Clearing out the override number you entered (highlight the cell, press Delete on your keyboard, then press Enter) will return the cell to the Quantity Formula value.

Pro Tip: If you ever have line items in your estimate with invalid quantity formulas (the potion icon will be red instead of blue), you can always go to your Line Items view, click on the stethoscope next to Import, and then under Errors you should see a message notifying you of any line items with invalid (or broken) formulas:

Clicking that message will filter your view to display those line items with broken formulas, so you can then review and correct them as needed. Another way to also view this within the Line items view of your estimate is to Filter using the Formula Status filter, and selecting the Broken option:

Add a Note to Quantity Formula

Add a note to your quantity formula for more context when viewing line items in your estimate.

Open the quantity formula modal.
Click the blue Note button in the top-right corner of the modal.
Enter your note into the text box, and click Save.
Edit your note by going back into the quantity formula and clicking the Edit Note button in the top-right corner of the modal.

When working in your estimate, hover over the quantity cell to view the note.

Value Cheat Sheet

Metric

Value (Number only)
UM (Unit of measurement)
(Option to Add If/Else Condition)
(Ability to Round quantity)

Number

Number (Number only)
(Option to Add If/Else Condition)
(Ability to Round quantity)

Area

From (Select a floor)
To (Select a floor)
Column (from Area)
(Option to Add If/Else Condition)
(Ability to Round quantity)

Line Item

Estimate Use Group (Select use group)
Estimate Line Item (Select line item)
(Option to Add If/Else Condition)
(Ability to Round quantity)

Geometry

Geometry Worksheet (Select a geometry worksheet)
Calculation (Select a calculation)
Column (Select a column [Width, Length, Height, etc.])
(Option to Add If/Else Condition)
(Ability to Round quantity)

Units

Column (Unit counts [Beds, Baths, etc.])
(Option to Add If/Else Condition)
(Ability to Round quantity)

Rooms

Room (Select room)
Column (Select column [Perimeter, Height, etc.])
(Option to Add If/Else Condition)
(Ability to Round quantity)

Active Floor

Estimate Use Group (Select use group)
Column (Select column [Floor Count, Floor Area, Floor to Floor, etc.])
(Option to Add If/Else Condition)
(Ability to Round quantity)

Vertical Transportation

Transportation (Select vertical transportation [All Stairs, All Elevators, All Escalators])
Column (Select column [Floor Count, Floor to Floor, Floor Perimeter])
(Option to Add If/Else Condition)
(Ability to Round quantity)

Attributes

Estimate Attribute (Select an attribute)
(Option to Add If/Else Condition)
(Ability to Round quantity)

Operator Cheat Sheet

+ (Add)

Calculates the sum of two values

- (Subtract)

Calculates the difference of two values

÷ (Divide)

Divide its values

x (Multiply)

Multiply its values

^ (Exponentiation)

Raises a number to the power of a specific number

() (Open Parenthesis and Closed Parenthesis)

Specifies that the expressions within the open parenthesis and close parenthesis are evaluated first. All other expressions are evaluated using standard operator precedence.

If you have any questions, feel free to contact our support team and we'll be happy to help!