Using the Estimating Management Console

The Estimating Management Console provides a row of buttons at the top of the window for accessing features to manage your standard databases, estimates, and roles and permissions.

You can view corresponding details—such as server or estimate information—in the window to the right of the navigation pane when you click a feature button.

Estimating Management Console Layout

The following feature buttons are available in the Estimating Management Console:

Buttons in the Estimating Management Console Layout

Tab	Notes
Estimates	Add new estimates and organize them into groups. You can also view estimate cover page information such as job size, location, and bid results.
Address Book	View and edit contact information in your address book by company, person, region, or trade.
Standard DB	Create and define new standard databases. Also specify settings for each standard database, such as the base currency and phase suffix, crew and job cost information, and any user-defined fields you want to be available.
Tools	Back up, restore, and optimize databases in your estimating system.
Data Migration	Migrate or transfer your existing Pervasive data to a Microsoft® SQL Server® database for use with Sage Estimating.
Report Manager	Create and manage custom report designs created in Crystal Reports, Microsoft SQL Server Reporting Services (SSRS), or another third-party program.
Security	Set up your Sage Estimating roles and permissions. You can enable or disable the security feature for the estimate database. Add new users, define new roles, and add corresponding feature permissions to roles. You can also set user permissions to individual estimates. You must be a Sage Estimating administrator to set up roles and permissions.