Configure Settings for an Estimate in the Estimating Tab
Things to Consider
Required User Permissions for the Bid Board tool.
Required User Permissions for the Estimating tool.
Required User Permissions for the Portfolio Planning tool.
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.
Click the vertical ellipsis
on the Estimate.
Toggle the following settings ON or OFF:
Flexible Layout
'Use' Tax Instead of 'Sales' Tax
Use 'Unit Cost' Pricing for Labor, see What is the difference between individual labor rates and unit cost pricing for labor?
Individual Labor Rates, see What is the difference between individual labor rates and unit cost pricing for labor?
Budget Code Validation
Round Quantities Using the 'each' Measurement Unit
Changes are saved automatically.