Configure Your View in the Estimating Tool
Objective
To configure columns and table settings for the Estimating tab in the Estimating tool.
Things to Consider
- Required User Permissions:
Steps
- Navigate to the Bid Board or Portfolio Planning tool and select the project.
OR
Navigate to the project's Estimating tool.
- Click the Estimating tab.
- The following options are available:
Click the 'Table Settings' 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.
- Show/Hide Columns:
- Use the toggle switches to determine which columns will be displayed or hidden from the Estimating view.
- Click a toggle ON to show the column.
- Click a toggle OFF to hide the column.
- Check the box if you would like to Apply to all estimates in this project.
- Click Save Changes.