Setting Up Estimating Options

This feature provides the ability for you to enable or disable settings for Auto-Compare, Auto-fill on comparison, Display Frame Sheet, and Restrict PDR Coin Selection. You can also set the default estimate sequence for None (lines appear in the order added), Front to Back, or Back to Front.This is the order in which line items appear on the estimate.

To set up estimating options

1. Select Configure > Profiles from the menu bar.
2. Select the profile, and then select Edit from the mini-toolbar.
3. Click on the Estimating Options link.
4. Make your selections from the Estimating Options pane on the right.
5. Select the default estimate sequence preference.
6. Select Save or Save and Close from the toolbar.