Configure Default Views for Estimating
Background
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.
Things to Consider
Steps
Standard Estimating
Flexible Layout (Beta)
Standard Estimating
Navigate to the Company level Admin tool.
Under 'Tool Settings', click Estimating.
Locate the 'Estimate Views' section.
Click the add
icon.
OR
To edit an existing view, click the vertical ellipsis
and select Edit.Enter the View Name and Description.
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
Click Save Changes.
Tip
To set the view as the default, click the vertical ellipsis
next to the view and select Set as Default.To delete the view, click the vertical ellipsis
next to the view and select Delete.
Flexible Layout (Beta)
In Beta
To enable flexible table layout, follow these 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.Move the toggle for Flexible Table Layout to the
ON position.
ascending ascending or 
descending order.
icon to configure what data is displayed in the table.
for the column. Then select from the following options: