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Configure Settings for an Estimate in the Estimating Tab

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Objective

To configure individual settings within an Estimate on the Estimating tab.

Things to Consider

Steps

  1. Navigate to the Bid Board or Portfolio Planning tool and select the project.
    OR
    Navigate to the project's Estimating tool.
  2. Click the Estimating tab.estimate-settings-overflow.png
  3. Click the vertical ellipsis icon-ellipsis-vertical.pngon the Estimate. 
  4. Toggle the following settings ON or OFF:

    • 'Use' Tax Instead of 'Sales' Tax. 

    • Use 'Unit Cost' Pricing for Labor.

    • Individual Labor Rates.
      Note: This setting is automatically toggled ON when Use "Unit Cost" Pricing for Labor is OFF.

    • Budget Code Validation.

    • Round Quantities Using the 'ea' Measurement Unit.
       

  5. Changes are saved Automatically.