View Estimating Setups screen

Use the View Estimating Setups screen to create a list of estimating setup data.

You can customize the way the data is displayed using filters, calculations, groups, and more. See Customize Grids for details.

To open the View Estimating Setups screen, click Estimating > Setup > View Estimating Setups in the All Tasks pane.

Setup data lists are available for the following:
  • Prospects
  • Prospects-Contacts
  • Intercompany
  • Bid Types
  • Lead Sources
  • Bid Stages
  • Assembly Setup
  • Assembly Component Group Line
  • Assembly Component Group Line Item List
  • Assembly Formula Parameters
  • Assembly Item Attributes
  • Assembly Graphic Image Attributes
  • Assembly Types
  • Formula Setup
Note: The View Estimating Setups screen is the last step in the bid & proposal setup process. Continue to the posting group setup process.