Configure Columns for an Estimate

To configure columns for an Estimate on the Estimating tab.

• Required User Permissions for the Bid Board tool.

• Required User Permissions for the Estimating tool.

• Required User Permissions for the Portfolio Planning tool.

• You can also Configure Default Views for Estimating in the company's Admin tool.

• When grouping columns in the flexible layout, you can enable the standard groups, turn on and off the individual columns, arrange what order the columns appear within the group, and arrange the order the groups appear in the estimate.

• Standard

• Flexible Table Layout (Beta)

Configure Columns for the Standard View

1. Navigate to the Bid 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 table settings icon.

4. 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 Labor (Hours)

   • Difficulty Factor

   • Total Labor (Hours)

   • Total Labor Cost ($)

   • Total Cost ($)

   • Total Cost (%)

   • Total Sales ($)

   • Notes

   • Tax

5. Optional: Mark the checkbox if you want to apply the same column visibility settings to all estimates for the project.

6. Click Save Changes.

Configure Columns with Flexible Table Layout

1. Navigate to the Bid Board or Portfolio Planning tool and select the project.
   OR
   Navigate to the project's Estimating tool.

2. Click the Estimating tab.

3. Configure your columns in the following ways:

   • Column Order1. Click and hold the column header. Then move it to desired location using a drag and drop operation.

   • Column Sort1. Click the column header to sort by that column.2. Click again to switch between ascending ascending or descending order.

   • Group Columns. Automatically group columns by Administration, Bid Package, Budget, Equipment, Labor, Material, and Quantity Takeoff.1. Click the vertical ellipsis on the Estimate.2. Move the 'Group Table Columns' toggle ON.3. Optional: Click and hold the group header. Then move it to desired location using a drag and drop operation.

   • Hide or Show Data

      Tip

     To hide columns, you can also click the column header and drag it up and off of the table.

     1. Click the Configure icon to configure what data is displayed in the table.2. Move the toggles ON or OFF to show or hide a column. The following fields are available:
     Tip: Enable Column Groups to see toggles by group.* Description* Administration* Notes* Description* Attachment* EPD URL* Bid Package* Bidding* Unit Cost* Waste* Quantity Takeoff* Quantity* Total Quantity* Multiplier* Unit of Measure (UoM)* Takeoff Color* Takeoff Type* Subtotal Item Cost* Unit Sales* Subtotal Item Sales* Total Sales* Labor* Unit Labor Cost* Unit of Measure (UoM)* Total Labor ($)* Labor Margin* Labor Markup* Total Labor Sales* Material* Material Waste* Material Cost* Equipment* Equipment Cost* Travel Cost* Subcontractor Cost* Budget* Budget Code* Cost Type* Taxable* Total Cost* Total Cost / sq ft* Total Cost (%)* Markup* Margin* Profit* Tag* Cost Catalog Item* Manufacturer* Supplier* Catalog Number

   • Resize Columns1. Hover over the column divider.2. Click the divider and drag the column to the desired width.

   • Other Column Settings1. 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 settings.