Configure Settings for an Estimate in the Estimating Tab

 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

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 on the estimate.

   

4. Toggle the following settings ON or OFF:

   • Flexible Layout

   • 'Use' tax instead of 'sales' tax

   • Use 'unit cost' pricing for labour, see What is the difference between individual labour rates and unit cost pricing for labour?

   • Individual labour rates, see What is the difference between individual labour rates and unit cost pricing for labour?

   • Budget Code Validation

   • Round quantities using the 'each' measurement unit

5. Changes are saved automatically.