Configure Settings for an Estimate in the Estimating Tab

 Background

Customizing your estimate settings allows you to control how data is grouped, taxed, and priced. By adjusting these toggles, you can refine the granularity of labor rates or change the layout of your estimate tables to better fit your team's specific workflow and reporting needs.

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.
• Additional Information:

  • You can also Configure Default Views for Estimating in the company's Admin tool.

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.

3. Click the vertical ellipsis on the Estimate.

   

4. Toggle the following settings ON or OFF:

   • Flexible Layout

   • 'Use' Tax Instead of 'Sales' Tax

   • Use 'Unit Cost' Pricing for Labor, see What is the difference between individual labor rates and unit cost pricing for labor?

   • Individual Labor Rates, see What is the difference between individual labor rates and unit cost pricing for labor?

   • Budget Code Validation

   • Round Quantities Using the 'each' Measurement Unit

5. Changes are saved automatically.