Configure Columns for an Estimate

Background

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

Things to Consider

Required User Permissions for the Tender Board tool.
Required User Permissions for the Estimating tool.
Required User Permissions for the Portfolio Planning tool.
Additional Information:
- You can also Configure default views for estimating in the company's admin tool.

Steps

Configure Columns with Flexible Table Layout

Navigate to the Tender Board or Portfolio Planning tool and select the project.
OR
Navigate to the project's Estimating tool.
Click the Estimating tab.
Configure your columns in the following ways:
- Column Order
  - Click and hold the column header. Then move it to desired location using a drag and drop operation.
- Column Sort
  - Click the column header to sort by that column.
  - Click again to switch between ascending ascending or descending order.
- Hide or show data
  1. Click the table setting icon to configure what data is displayed in the table.
  2. Move the toggles ON or OFF to show or hide a column.
    
    Show/Hide fields
    - Administration
      - Description
      - Notes
      - Attachment
    - Tender Package
      - Tendering
    - Quantity Takeoff
      - Quantity
      - Multiplier
      - Total Quantity
      - Unit of Measure (UOM)
      - Takeoff Colour
      - 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
    - Labour
      - Unit Labour Cost
      - Unit of Measure (UOM)
      - Total Labour (£)
      - Labour Margin
      - Labour Markup
      - Total Labour Sales
    - Material
      - Material Cost
    - Travel
      - Travel Cost
    - Subcontractor
      - Subcontractor Cost
    - Estimate Breakdown
      - Tag
      - Sub Job
      - Cost Code
      - Cost Type
      - Manufacturer
      - Supplier
      - Catalog number
      - Cost Catalogue Item
    - Custom Fields
      - [Custom Field]
- Resize Columns
  - Hover over the column divider.
  - Click the divider and drag the column to the desired width.
- Other column settings 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 setting.
1. Click the table setting icon to configure what data is displayed in the table.
2. Move the toggles ON or OFF to show or hide a column.
  
  Show/Hide fields
  - Administration
    - Description
    - Notes
    - Attachment
  - Tender Package
    - Tendering
  - Quantity Takeoff
    - Quantity
    - Multiplier
    - Total Quantity
    - Unit of Measure (UOM)
    - Takeoff Colour
    - 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
  - Labour
    - Unit Labour Cost
    - Unit of Measure (UOM)
    - Total Labour (£)
    - Labour Margin
    - Labour Markup
    - Total Labour Sales
  - Material
    - Material Cost
  - Travel
    - Travel Cost
  - Subcontractor
    - Subcontractor Cost
  - Estimate Breakdown
    - Tag
    - Sub Job
    - Cost Code
    - Cost Type
    - Manufacturer
    - Supplier
    - Catalog number
    - Cost Catalogue Item
  - Custom Fields
    - [Custom Field]
3. Optional: Mark the tickbox if you want to apply the same column visibility settings to all estimates for the project.
4. Click Save changes.

Configure columns for the legacy view

Navigate to the Tender 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 Legacy view to the ON position.
Click the table setting icon.
Move the toggles ON or OFF to show or hide a column.
The following fields are available:
- Budget Code
- Unit Cost (£)
- Waste (%)
- Subtotal Item Cost (£)
- Margin (%)
- Unit Sales (£)
- Subtotal Item Sales (£)
- Profit (£)
- Unit Labour (Hours)
- Difficulty Factor
- Total Labour (Hours)
- Total Labour Cost (£)
- Total Cost (£)
- Total Cost (%)
- Total Sales (£)
- Notes
- Tax
Optional: Mark the tickbox if you want to apply the same column visibility settings to all estimates for the project.
Click Save changes.