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View Estimating module setup data

Modified: 7 Jun 2026 Viewpoint Estimating Estimating Installation and Setup Help
  1. Open the View Estimating Setups screen.
  2. In the View field, click to select the setup list you want to view.
  3. If the Company field is visible, click to select one or more companies for which you want to view the selected setup list. If no companies are selected, the selected setup list is shown for all companies.
    Note: The Company field is not shown when the view contains information that is not company specific.
  4. Click Retrieve.
Submit

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