The main ribbon menu in Estimator is a dynamic space that changes for each of the main views to offer quick access to the core functions you need for each view.
This article provides a list of the buttons that appear in the ribbon menu when on the Estimate view, along with a brief description for each function, and some applicable links to articles with more detail.
Create One-off Line Item - Create a blank line item that's not derived from your Cost Database.
Remove Line Item - Deletes the selected line item(s) from the estimate.
Copy Line Item - Creates a duplicate of the selected line item. A Copy Line Item window will pop up after pressing, allowing you to alter the WBS properties of the line item before it is added.
Set Escalation - Opens the Set Line Item Escalation window, where you can apply escalated costs in percentages or set dollar amounts. See article: Using the 'Set Escalation' Feature.
Fees - Opens the Fee Editor window, where you can add, edit, and manage the fees applied to both your base estimate and alternates.
WBS Properties - Lets you add and remove WBS properties, assign Sticky values, or pull in updated WBS properties from the database.
Highlight Rules - Set up conditions to highlight line items according to user-defined criteria. See article: Creating Highlight Rules.
Audit Trail - View a table of changes made to the estimate. Tracks when and what was changed, and identifies the user who made the change. See article: Audit Trail: Track Changes Made to an Estimate.
From Estimate View - Generates an Excel report with the same layout as the current Estimate View, either formatted or unformatted, and saved to a location of the users' choosing.
Rate Table - Lets you set the Rate Table that contains the base rates for labor resources in the cost database.
Selected Layout - A drop-down to select pre-configured Estimate View layouts. See article: Estimate View Layouts and the Column Chooser.
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- '+' button - Creates a new layout for your current Estimate View configuration.
- Pencil button - Edits the current selected layout (and allows for renaming).
- '-' Button - Deletes the currently selected layout.