Configure Estimating default views in Company Admin

Different people using the Estimating tool may need to see different information. In the company's Admin tool, you can create default views showing information that is optimized for the type of user viewing the estimate.

• Required User Permissions

• Standard Estimating

• Flexible Layout

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Estimating.

3. Locate the 'Estimate Views' section.

4. Click the add icon.
   OR
   To edit an existing view, click the vertical ellipsis and select Edit.

5. Enter the View Name and Description.

6. Configure your columns in the following ways:

   • Column Order

     1. Click and hold the column header. Then move it to desired location using a drag and drop operation.

   • Column Sort

     1. Click the column header to sort by that column.

     2. Click again to switch between ascending ascending or descending order.

   • Hide or Show Data

      Tip

     To hide columns, you can also click the column header and drag it up and off of the table.

     1. Click the table settings icon to configure what data is displayed in the table.

     2. Move the toggles ON or OFF to show or hide a column.
        

        Afficher/Masquer les champs

        • Administration

          • Description

          • Notes

          • Attachment

        • Bid Package

          • Bidding

        • Quantity Takeoff

          • Quantity

          • Multiplier

          • Total Quantity

          • Unit of Measure (UOM)

          • Takeoff Color

          • Takeoff Type

          • Unit Cost

          • Material Waste

        • Budget

          • Waste

          • Subtotal Item Cost

          • Unit Sales

          • Total Sales

          • Subtotal Item Sales

          • Budget Code

          • Cost Type

          • Taxable

          • Total Cost

          • Total Cost /Sq Ft

          • Total Cost (%)

          • Markup

          • Margin

          • Profit

        • Labor

          • Unit Labor Cost

          • Unit of Measure (UOM)

          • Total Labor ($)

          • Labor Margin

          • Labor Markup

          • Total Labor Sales

        • Material

          • Material Cost

        • Travel

          • Travel Cost

        • Subcontractor

          • Subcontractor Cost

        • Estimate Breakdown

          • Tag

          • Sub Job

          • Cost Code

          • Cost Type

          • Manufacturer

          • Supplier

          • Catalog number

          • Cost Catalog Item

        • Custom Fields

          • [Custom Field]

     3. Click Save Changes.

   • Resize Columns

     1. Hover over the column divider.

     2. Click the divider and drag the column to the desired width.

   • Other Column Settings

     1. Click the vertical ellipsis for the column. Then select from the following options:

        • Pin Column: Click to pin the column to a specific side or remove the pin.

          • Pin Left

            • Pin Right

            • No Pin

        • Autosize This Column: Click to automatically adjust the size of this column.

        • Autosize All Columns: Click to automatically adjust the size of all column.

        • Hide Column: Click to hide the column from the table.

        • Reset Columns: Click to rest the columns to the default settings.

7. Click Save Changes.

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 on the Estimate.

4. Move the toggle for Legacy View to the ON position.

5. Under 'Tool Settings', click Estimating.

6. Locate the 'Estimate Views' section.

7. Click the add icon.
   OR
   To edit an existing view, click the vertical ellipsis and select Edit.

8. Enter the View Name and Description.

9. Move the toggles ON or OFF to show or hide a column. The following fields are available:

   • Requested Bid Item

   • Budget Code

   • Unit Cost ($)

   • Waste (%)

   • Material Waste

   • Subtotal Item Cost ($)

   • Margin (%)

   • Unit Sales ($)

   • Subtotal Item Sales ($)

   • Profit ($)

   • Unit Labor Cost ($)

   • Labor Rate ($/hour)

   • Labor Margin (%)

   • Total Labor ($)

   • Total Labor Sales ($)

   • Total Labor Cost ($)

   • Total Cost ($)

   • Total Sales ($)

   • Total Cost / m²

   • Total Cost (%)

   • Difficulty Factor

   • Tax

   • Notes

10. Click Save Changes.