The Estimate View

Estimate View Overview

The Estimate View window has 6 main sections:

 

  1. The Search Bar

  2. Estimate Preferences

  3. The Search Tree

  4. The Cost Data

  5. The Toolbar

  6. The Current Estimate

 


 

Section 1: Search Bar

With the Search Bar you can easily search through the Means Data to locate the lines that will make up your estimate.

Click here to learn more about the Search Bar.

Section 2: Estimate Preferences

This section of the Estimate View window displays the preferences that have been set for the estimate including:

 

 

The inactive fields (grayed-out) can not be altered in this location. Use the Modify Preferences option of the Tool Bar to make changes to inactive fields.

The active fields can be altered here. Remember to use the Recalculate option of the Tool Bar for your changes to take effect.

Section 3: The Search Tree

The Search Tree is located on the left margin of the Estimate View window and is used for locating particular data lines.

Click here to learn more about the Search Tree.

Section 4: The Cost Data

The Cost Data section displays all of the information found in the Cost Book you selected for the estimate.

Click a link below to learn more...

 

Section 5: The Toolbar

Use the toolbar to perform the following actions:

 

Section 6: The Current Estimate

The Current Estimate is where you'll accumulate cost lines from the Cost Data section, as well as enter data for your custom cost lines.

 

You'll have the following options available to you in the Current Estimate.

 

 

 

Related Topics

Estimate View Overview

The Search Tree

Locating Cost Lines

Adding & Removing Cost Lines

Modifying Estimate Preferences

Emailing an Estimate

Exporting an Estimate

Generate a Report