Configure Default Views for Estimating

Objective

To configure default views for the Estimating tool across your projects.

Background

Different people using the Estimating tool may need to see different information. In the company's Admin tool, you can create default views showing information that is optimized for the type of user viewing the estimate.

Things to Consider

Required User Permissions

Standard Estimating

Navigate to the Company level Admin tool.
Under 'Tool Settings', click Estimating.
Locate the 'Estimate Views' section.
Click the add icon.
OR
To edit an existing view, click the vertical ellipsis and select Edit.
Enter the View Name and Description.
Move the toggles ON or OFF to show or hide a column. The following fields are available:
- Requested Bid Item
- Budget Code
- Unit Cost ($)
- Waste (%)
- Material Waste
- Subtotal Item Cost ($)
- Margin (%)
- Unit Sales ($)
- Subtotal Item Sales ($)
- Profit ($)
- Unit Labor Cost ($)
- Labor Rate ($/hour)
- Labor Margin (%)
- Total Labor ($)
- Total Labor Sales ($)
- Total Labor Cost ($)
- Total Cost ($)
- Total Sales ($)
- Total Cost / m²
- Total Cost (%)
- Difficulty Factor
- Tax
- Notes
Click Save Changes.

Tip

To set the view as the default, click the vertical ellipsis next to the view and select Set as Default.
To delete the view, click the vertical ellipsis next to the view and select Delete.

Flexible Layout (Beta)

Navigate to the Company level Admin tool.
Under 'Tool Settings', click Estimating.
Locate the 'Estimate Views' section.
Click the add icon.
OR
To edit an existing view, click the vertical ellipsis and select Edit.
Enter the View Name and Description.
Configure your columns in the following ways:
- Column Order
  1. Click and hold the column header. Then move it to desired location using a drag and drop operation.
- Column Sort
  1. Click the column header to sort by that column.
  2. Click again to switch between ascending ascending or descending order.
- Hide or Show Data
  
  Tip
  To hide columns, you can also click the column header and drag it up and off of the table.
  1. Click the table settings icon to configure what data is displayed in the table.
  2. Move the toggles ON or OFF to show or hide a column. The following fields are available:
    - Description
    - Notes
    - Budget Code
    - Cost Type
    - Bidding
    - Measurement
      - Quantity
      - Units of Measure (UoM)
      - Takeoff Type
    - Unit Cost ($)
    - Waste (%)
    - Subtotal Item Cost ($)
    - Margin (%)
    - Unit Sales ($)
    - Subtotal Item Sales ($)
    - Unit Labor
      - Unit Labor Time
      - Units of Measure (UoM)
    - Difficulty Factor
    - Total Labor (Hours)
    - Total Labor Cost ($)
    - Total Cost ($)
    - Total Cost (%)
    - Total Sales ($)
    - Profit ($)
    - Taxable
    - Tag
    - Attachment
    - Takeoff Color
    - Cost Catalog Item
  3. Optional: Mark the checkbox if you want to apply the same column visibility settings to all estimates for the project.
  4. Click Save Changes.
- Resize Columns
  1. Hover over the column divider.
  2. Click the divider and drag the column to the desired width.
- Other Column Settings
  1. Click the vertical ellipsis for the column. Then select from the following options:
    - Pin Column: Click to pin the column to a specific side or remove the pin.
      - Pin Left
      - Pin Right
      - No Pin
    - Autosize This Column: Click to automatically adjust the size of this column.
    - Autosize All Columns: Click to automatically adjust the size of all column.
    - Hide Column: Click to hide the column from the table.
    - Reset Columns: Click to rest the columns to the default settings.
Click Save Changes.

Tip

To set the view as the default, click the vertical ellipsis next to the view and select Set as Default.
To delete the view, click the vertical ellipsis next to the view and select Delete.

Objective

Background

Things to Consider

Steps

Standard Estimating

Tip

Flexible Layout (Beta)

In Beta

Tip

Tip

See Also