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Estimating Preferences screen

Modified: 18 May 2026 Viewpoint Estimating Estimating Help

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.
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