Office of Estimating
Welcome to the Office of Estimating General Summary page
This page is intended to provide clarification and tips for getting the most out of the Excel based General Summary required for plan submission.
The General Summary is jointly maintained by CADD and Mapping, and the Bid Analysis and Review Team
News -January 7, 2021
The subsummary sheets were previously available as a separate download. They are now included in the CADD Standards. Please consult with your IT department for help installing the CADD Standards if it is not currently installed on your computer.
A number of common items have become obsolete in the past year. Please refresh the item master to ensure no obsolete items are included at plan file.
News -June 22, 2016
The current version of the excel general summary can accommodate the 2016 spec year. Please ensure the correct spec year is indicated on the excel general summary.
To conform to Federal structure nomenclature, the following headings have been changed:
"Structure 20 Foot Span and Over" is now "Structure Over 20 Foot Span"
"Structure Under 20 Foot Span" is now "Structure 20 Foot Span and Under"
Many updates have been made to the excel general summary in the past year. The change log below reflects the most recent updates.
Please visit the CADD YouTube channel for instructions on how to use the newest features including the Item_Master_addin for excel.
News -September 1, 2015
Video tutorials are available on the CADD YouTube channel. The videos address both standard and complex features of the spreadsheet.
The newest version of the excel general summary spreadsheet is dated 07/17/2015. Several versions were released in the past year, each incrementally building on the last. Please read the "Info" tab for the most recent details.
News -July 21, 2014
A new version of the excel general summary spreadsheet is now available. Please see the Change Log section below for details. It includes a menu to look up and add pay items. Now items can be added by typing in item numbers, pasting in item numbers, or using the lookup function.
Please note that the version numbers will now reflect the release date (Vyy.mm.dd), rather than a 1, 2, 3 nomenclature.
News -April 18, 2014
Version 2.0 is now available. Please see the Change Log section below for details. It will provide a more robust and useful interface to CAD and we hope you will find it more structured and user-friendly.
We are experimenting with version 2.12a-1 of Estimator. If you have a single-funded project, we invite you to export the Estimator file to XML and send it in with your plan package.
CAAD and Mapping originally developed a Microsoft Excel spreadsheet to link with designer plans and assist the design process.
It has grown into a required deliverable to the Office of Estimating.
The end-goal of the General Summary is to import data from construction plans as efficiently and accurately as possible.
v201Y.MM.DD - Latest GenSum release
2.0 - Phasing out, using the current version will provide more features.
Versions older than 2.0 are no longer supported. Please copy and paste the values on the spreadsheet into a newer version.
02-16-2016 - Updates
o Fixed coding error with the sort selection button on the General Summary sheet
o Fixed number format on DGNClip sheet for the grand total column (pages 2-10)
o Updated pulldowns on DGNClip sheet to select page number to allow for both numbers and text. The previous versions only allowed for the page numbers to be all text or all numbers. Now allowing for a mix of numbers allows for situations like having an office calcs column.
o Fixed coding error when creating the Data sheet from the SimpleForm sheet. The error caused incidental quantities to not be split evenly across all funding splits.
o Fixed incorrect font on DGNClip sheet for Part columns.
o Added dropdown selection on General Summary sheet and SimpleForm sheet to select Spec Year 2013 or Spec Year 2016. This will set which item master spec year data to use.
o Refreshed Item Master
07-17-2015 - Updates
Additional updates. Video tutorials are available on the CADD YouTube channel.
07-18-2014 - Updates
A new button is added: Insert Pay Items
This function can insert pay items or headings
Version 2.0 - Major Release
Dynamic Sheet Numbers and Participation columns
Integrated and refreshable Item Master
DGN Clipboard tab
A SimpleForm tab with just the basics
Ability to import an XML file from Estimator
Updated Info tab
Version 1.4 - Minor Updates
Updated headings to match Location and Design Manual
Version 1.3 - Major Release
Altered column configuration
Major function updates
CADD and Mapping