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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 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.
    • Click the x or table settings icon-ag-grid-table-filter-menu.png icon to close the side panel.
    • Click Save Changes.