Estimating Preferences screen

Use the Estimating Preferences screen to set the preferences for the Manage Estimates screen.

The settings you choose here apply to all users.

Note: You must open a job in the Manage Estimates screen to use the Estimating Preferences screen.
  1. Open the Manage Estimates screen and select a job. Select Estimating > Estimating > Manage Estimates.
  2. Open the Estimating Preferences screen. Select Estimating > Setup > Estimating Preferences.