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Configure Your View in the Estimating Tool

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Objective

To configure columns and table settings for the Estimating tab in the Estimating tool.

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.
  3. The following options are available:

Configure Columns

Click the 'Table Settings' icon-ag-grid-table-filter-menu.png icon to open the table configuration menu.

  • View:
    • Select an estimate view from the drop-down menu.
      Note: Changing the column visibility of an estimate view will activate the 'Custom' view.
       Tip
      Estimate views can be created from the Bid Board Company Settings. See Configure Settings: Bid Board.
  • Show/Hide Columns:
    • Use the toggle switches to determine which columns will be displayed or hidden from the Estimating view.
      • Click a toggle ON icon-toggle-on.png to show the column.
      • Click a toggle OFF icon-toggle-off.png to hide the column.
    • Check the box if you would like to Apply to all estimates in this project.
    • Click Save Changes.