View an Estimate

Objective

To view an estimate and configure how you want to see estimates.

Things to Consider

• Required User Permissions

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. To see the estimate's notes and summary next to your estimate, click the vertical ellipsis (⋮) for the estimate.
   1. Click the toggle  ON to see the Side by Side Estimating Layout.
   2. Click the caret  to expand the side panel.
   3. Hover over the divider. Click and drag  to resize the summary section.
4. 

See Also

• Add an Estimate