Configure Estimate Table Settings

Customizing your estimate settings allows you to control how data is grouped, taxed, and priced. By adjusting these toggles, you can refine the granularity of labor rates or change the layout of your estimate tables to better fit your team's specific workflow and reporting needs.

• Required User Permissions:

  • 'Standard' or 'Admin' level permissions on the project’s Estimating tool.

• Additional Information:

  • Changes made to these settings apply only to the current project.

  • When Dynamic Grouping is turned on, the split assemblies item appears in the list.

  • The Dynamic Grouping filters come from 3 main sources:

    • Filters available by default: Budget Code, Taxable, Tag , Cost Catalog Item, Cost Code and Cost Type.

    • Custom fields from the Cost Catalog tool.

    • Custom Segment Items from the Project level WBS Budget Code Segments tab that are in the Budget Code Structure.

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 vertical ellipsis icon on the Estimate.

4. The following modes are available for project estimates. Click a toggle ON to activate the mode, or OFF to deactivate it. See What are the functions of the Estimate Table Settings?

   • Flexible table layout

     • Group table columns

     • Dynamic grouping

       1. When enabled, a drop down menu will appear next to the Configure Columns button.

       2. Select the drop down menu and group your estimate by:

          • Budget Code

          • Taxable

          • Tab

          • Cost Catalog Item

          • Cost Code

          • Cost Type

            • In the Cost Catalog tool, add custom material properties to create more grouping options. See Configure Settings: Cost Catalog.

            • In the Company level Admin tool, add new custom segment items to create more grouping options. See Add Custom Segments.

              • The new custom segment item is added to the project level WBS automatically. Then Add Custom Segments to the Project Budget Code Structure.

       3. Optional: Drag the menu items to the desired position by clicking and holding the grip (⁞⁞) icon next to the item name.

       4. Click outside the menu to save your selection.

   • 'Use' Tax Instead of 'Sales Tax'

   • Use "unit labor cost" pricing for labor

   • Individual labor rates

   • Budget code validation

   • Round quantities using the "ea" measurement unit