Edit an Estimate Table

After adding an estimate table to a proposal, you can edit the table's data, columns, and format.

Prerequisite: In the Navigation pane, select Proposals > Custom Proposals and then create a new proposal or open an existing proposal.

To edit a proposal estimate:

  1. Double-click on the estimate table to open the Edit Estimate Table dialog box and change any or all of the following:
    • From the Choose Project list, select the project for the estimate.
    • Use the Choose Table options to change the table and column information for your estimate. The table options are: Labor, Expenses, Consultants, Units, or Summary.
    • Use the Include Columns options and respective Display Name columns to select the columns and labels for the table. After you select the check boxes for the columns you want to include in the table, you can then specify the Display Name that you want to display for each column.
  2. To change estimate table format, click on the respective field or column within the table and specify the formatting options.
  3. On the Actions bar, click Save.
    The columns and tags associated with the fields will be inserted into the proposal.