After adding an estimate table to a proposal, you can edit the table's data, columns, and format.
To edit a proposal estimate:
-
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 checkboxes 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.
-
To change estimate table format, click on the respective field or column within the table and specify the
formatting options.
-
On the Actions bar, click
Save.
The columns and tags associated with the fields will be inserted into the proposal.