Click the 
icon to expand any of
your folders. Your expanded folder displays for your view.
Select the folder that you want to view. By default your Current Estimates folder displays for your view on the My Home screen.
From the My Home tab, you can view and use your personal folders, shared folders, archived folders, and the Trash Bin.
Using the My Home screen
Click the icon to expand any of
your folders. Your expanded folder displays for your view.
Select the folder that you want to view. By default your Current Estimates folder displays for your view on the My Home screen.
Note: Once the folder is opened,
icons display on the folder that you opened. The following example shows
the October Estimates folder opened: 
.
Notice that the folder icon changes to opened and the arrow designates that the folder is opened.
The folder location and folder title displays at the top of the grid. The following shows an example that designates the folder that you opened.
Use the scroll bar at the bottom of your page to view the details of the estimate grid.
Use the 
(Select
Action) drop-down list to select an action to perform an estimate.
You can move, copy, delete,
and merge estimates.
Use the 
(Select
Folder) drop-down list to select a folder that you want to perform
the action on.
Use the 
(Go)
button to perform the action that you selected.
If you have more than 25 estimates in a list,
a new screen is added for your view. Use the navigation buttons to view
the estimates. Click on 
to display the next 25 estimate
list screen. Click on 
to display the previous 25 estimate
list screen.
Viewing the estimate grid
The following table provides a brief explanation of the estimate grid for folders.
|
Estimate Grid |
|
|
Column Name |
Column Description |
|
Estimate Check Box |
Select the check box to perform an action (move, copy, delete, or merge) on the estimate. When you select this check box, the corresponding estimate is selected and highlighted. |
|
ID |
Displays a unique system generated number for each estimate. |
|
Estimate Name |
Displays the name of the estimate. When you create your estimate, this is the estimate name that you enter. |
|
Client |
Displays the name of the client. |
|
Created By |
Displays the name of the person that created the estimate. |
|
Last Update |
Displays the last date that the estimated was updated. |
|
Location |
Displays the city and state for the estimate location. |
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