An Overview of the Estimate Tab Ribbon

Here is a list of all the button and their functions in the estimate View.

Save - Saves changes made in Estimator to the job database

Refresh - Refreshes the current estimate and changes made by other users if necessary

Create One-off Line Item - Create a Line item that's not in the database

Remove Line Item - Removes the selected line item from the estimate

Copy Line Item - Copies selected line item

Map Takeoff - Maps line item from estimate to a takeoff quantity

Review Takeoff - Reviews a line item from the estimate with takeoff quantity, or updated assembly

Set Escalation - Sets and adjusts escalation 

Productivity Adjustment - Sets escalation of a labor resource

Fees - Edits fees associated with the estimate

WBS  Properties - Shows all WBS properties in the estimate

Highlight Rules - Creates or modifies highlight rules 

Audit Trail - Views estimate changes

From Estimate View - Saves a copy of the current estimate layout in Excel

Rate Table - Contains the base rate for labor resources in the database

Procore - Uploads estimate line items to your Procore financial account

Cost Database and Filter Tabs 

Line Item - Adds and edits line-item cost

Assembly - Views, edits assembly cost

Find - Searches line items or assemblies in the cost database

Group - Filters groups 

Plus sign - Adds a group name

Minus sign - Deletes Group Name 

Pencil - Edits group name

Silver Gear - Configures groups in the Filter view

Filter - Filters groups and line items in the estimate

Cost Information - Displays line items to add to the estimate or items selected from the estimate to be modified or updated.

WBS - Display the WBS Properties. Blue means that the WBS is "Sticky" and you can quickly make changes to values if you are doing takeoff. 

Automatic Pricing On/Off - On means when you select a line item from the database and have your takeoff loaded and scales set, you can start sketching using that line item. Off mean it will not start sketching. 

QTO Prop - show the Properties, Type, Draw Style of the line item selected to do the takeoff

Green Chain Link - the selected line item from the database will be mapped to the takeoff when the Automatic Pricing toggle is set to ON. 

The Red X chain-link means that the cost is not mapped to the takeoff

Gray solid link chain means that the selected line item is mapped to a takeoff. 

Staging Window - Displays items in the queue to be added to the current estimate for bulk add

Single arrow mean stage just the select line item

Double arrow mean stage all the selected line items in that WBS grouping 

The red circle with a number tells you about the number of that particular line item/Assembly in the estimate. 

Remove Mapping - Remove mapping between the Line Item/Assembly and the takeoff

Estimate Layouts  

Plus sign - Adds a group

Minus sign - Deletes a group

Pencil - Edits group name

Silver Gear - Configures grouping and group items

Filter - Filters groups and line items

Right-click on any column Header and a window pops up with the below tab

Color - Changes the color of the selected column 

Text - Changes the color of selected column text

Freeze Column - Locks selected column 

Sort Ascending/Descending - Sorts selected column by highest/lowest

Clear Sorting - Clears the ascending/descending order

Group by this Column - Groups estimate by selected column  

Hide Group Panel - Hides the group panel from the estimate view

Show Column Chooser - Displays column chooser to select additional columns within the estimate

Best Fit - Arranges estimate columns to view full line item

Filter Editor - Displays filter editor to filter estimate 

Show Search Panel - Hides/Shows search bar in estimate view

Right-click the light blue footer section in the estimate tab will give you the ability to add a math operation on certain fields. 

After adding a group header, right-click in the light blue section and that will populate the group header tab 

Full Expand - Expands line item rows

Full Collapse - Collapses item columns

Clear Grouping - Clears grouping selections

Group by Assembly - Groups lines by assembly

Right-click the light blue section next to the first group header and the below tab will pop up

Remove Line Item - Removes a line item from the estimate 

Copy Line Item - Copies selected line item to the clipboard

Paste Line Item - Pastes copied line item 

View Audit Trail - Shows all edits made in estimate in selected line item

Toggle Line Item Roll-Up -  Groups similar line items with similar attributes

Contribute to Qty - **overline totals

Switch to Metric - Changes current estimate to Metric system

Switch to Imperial -  Changes current estimate lines to Imperial system