Configure Columns for an Estimate
Objective
To configure columns for an Estimate on the Estimating tab.
Things to Consider
- Required User Permissions for the Bid Board tool.
- Required User Permissions for the Estimating tool.
- Required User Permissions for the Portfolio Planning tool.
- You can also Configure Default Views for Estimating in the company's Admin tool.
Steps
Configure Columns for the Standard View
- Navigate to the Bid Board or Portfolio Planning tool and select the project.
OR
Navigate to the project's Estimating tool. - Click the Estimating tab.
- Click the table settings
icon.
- Move the toggles
ON or
OFF to show or hide a column.
The following fields are available:- Budget Code
- Unit Cost ($)
- Waste (%)
- Subtotal Item Cost ($)
- Margin (%)
- Unit Sales ($)
- Subtotal Item Sales ($)
- Profit ($)
- Unit Labor (Hours)
- Difficulty Factor
- Total Labor (Hours)
- Total Labor Cost ($)
- Total Cost ($)
- Total Cost (%)
- Total Sales ($)
- Notes
- Tax
- Optional: Mark the checkbox if you want to apply the same column visibility settings to all estimates for the project.
- Click Save Changes.
Configure Columns with Flexible Table Layout
Tip
You can also Configure Default Views for Estimating in the company's Admin tool.- Navigate to the Bid Board or Portfolio Planning tool and select the project.
OR
Navigate to the project's Estimating tool. - Click the Estimating tab.
- Configure your columns in the following ways:
- Column Order
- Click and hold the column header. Then move it to desired location using a drag and drop operation.
- Column Sort
- Click the column header to sort by that column.
- 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.- Click the table settings
icon to configure what data is displayed in the table.
- Move the toggles
ON or
OFF to show or hide a column. The following fields are available:
- Administration
- Description
- Notes
- Attachment
- Bid Package
- Bidding
- Quantity Takeoff
- Quantity
- Multiplier
- Total Quantity
- Unit of Measure (UOM)
- Takeoff Color
- Takeoff Type
- Unit Cost
- Material Waste
- Budget
- Waste
- Subtotal Item Cost
- Unit Sales
- Total Sales
- Subtotal Item Sales
- Budget Code
- Cost Type
- Taxable
- Total Cost
- Total Cost /Sq Ft
- Total Cost (%)
- Markup
- Margin
- Profit
- Labor
- Unit Labor Cost
- Unit of Measure (UOM)
- Total Labor ($)
- Labor Margin
- Labor Markup
- Total Labor Sales
- Material
- Material Cost
- Travel
- Travel Cost
- Subcontractor
- Subcontractor Cost
- Estimate Breakdown
- Tag
- Sub Job
- Cost Code
- Cost Type
- Manufacturer
- Supplier
- Catalog number
- Cost Catalog Item
- Custom Fields
- [Custom Field]
- Administration
- Optional: Mark the checkbox if you want to apply the same column visibility settings to all estimates for the project.
- Click Save Changes.
- Click the table settings
- Resize Columns
- Hover over the column divider.
- Click the divider and drag the column to the desired width.
- Other Column Settings
- 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.
- Pin Column: Click to pin the column to a specific side or remove the pin.
- Click the vertical ellipsis
- Column Order