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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. Click the 'Configure' icon-ag-grid-table-filter-menu.png icon to open the table configuration menu.
  4. The following options are available:

Row Height

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

  • Row Height:
    • Select a default row height (small, medium, large) from the menu. The setting is automatically be applied to all rows in the Estimate.

      table-settings-row-height.png

Configure Columns

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

  • 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.