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Configure estimate table settings

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 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:

    • 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 Catalogue Item, Cost Code and Cost Type.

      • Custom fields from the cost Catalogue tool.

      • Custom segment items from the Project level WBS budget code segments tab that are in the budget code structure.

Steps

  1. Navigate to the Tender 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-ellipsis-vertical.pngon the Estimate. 
  4. The following modes are available for project estimates. Click a toggle ON icon-toggle-on.png to activate the mode or OFF Icon toggle off Esticomto deactivate it. See What are the functions of the Estimate Table Settings?

    • Legacy View

    • Group table columns (Only available when legacy view is toggled OFF)

    • 'Use' tax instead of 'sales tax'.

    • Use "unit labour cost" pricing for labour.

    • Individual labour rates.

    • Budget code validation.

    • Round quantity using the "ea" measurement unit.