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Database/Estimate Settings window

The Database Settings window and the Estimate Settings window contain the entries you made when you created the standard database or estimate. They include information such as the format for Sage Estimating phase codes, work breakdown structures (WBS), crew pricing, the standard hours per day, week, and month, and (in the Database Settings window) item sort selections. Sage Estimating saves your entries when you click [OK].

When you create a new estimate, Sage Estimating copies the information from the Database Settings window You can then use the Estimate Settings window to customize the information for the estimate.

To open the Database Settings window:

On the File menu, click Standard Database Settings.
In classic view, click Database menu > Database Settings.

To open the Estimating Settings window:

On the ribbon, from the Views group on the Home tab, click Settings.
In classic view, click Takeoff > Estimate Settings.

Tabs in this window

Miscellaneous tab

Crew Pricing tab

WBS tab

Item Sorting tab (in the Database Settings window)

Note: Crew pricing is available only if you have a license to use Crews.

Notes:

Once phases, items, or addons have been created, the only way to change the phase code format is through the Management tab. The only way to change the job cost interface is through the Advanced tab. This is also true once the crew pricing method has been specified.
You can change the WBS fields before creating a new estimate.