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Estimates tab

Use this tab to set user access to estimates. You can set global permissions, allowing all users to view or edit estimates or allowing existing users to view or edit new estimates—or you can ensure that all estimate permissions are assigned on an individual basis.

To display this tab, click [Security] on the ribbon in the Estimating Management Console, and then select the Estimates tab in the Security window.

The Estimates tab is divided into three sections.

A set of options that permit global View or Edit access.
An Estimates grid that lists all estimates and provides details about each estimate.
A Permissions grid that lists all Sage Estimating users assigned to a role that gives them Create Estimate permission.

By default, the user who creates an estimate and users with administrator rights can view and edit it. However, you need to assign permissions to other users before they can view an estimate or save changes.

Users with Change estimate security permission can also assign estimate permissions from the Estimate Information window in the Sage Estimating application.

Items on this tab

Estimate options

Note: If you want to make sure that all permissions are assigned to specific users on an individual basis, do not select any of these options.

Options on the Estimates tab
Item	Notes
Allow all users to view all estimates	Select this checkbox to allow all users to view all estimates by default. You can assign edit permission individual estimates. Note: You cannot turn off this option for individual estimates.
Allow existing users to view all estimates	Select this checkbox to allow only existing users to view new estimates by default. You will need to give viewing rights manually to new users that need it. When you create a new estimate, all existing users can view the estimate. Notes: With this option, you can remove permissions for individual users on specific estimates. This option is available only if you do not select Allow all users to view all estimates.
Allow all users to edit all estimates	Select this option to allow all users to view and edit all estimates. This option automatically confers permission to view all estimates. Note: You cannot turn off this option for individual estimates.
Allow existing users to edit all estimates	Select this option to allow only existing users to edit new estimates by default. When you create a new estimate, all existing users can view and edit the estimate. You will need to give editing rights manually to new users, later, if they need it. Notes: With this option, you can remove permissions for individual users on specific estimates. This option is available if you do not select Allow all users to edit all estimates.

Estimates grid

Items in the Estimates grid
Item	Notes
Search	Use Search box to display estimates with attributes that match your search terms. The results can include text matches from any of the columns in the grid.
<Grouping area>	You can drag a column header to this area to group estimates by that column. When you group estimates by a column, the groups are expanded by default.
Lock State	A pencil icon in this column indicates whether an estimate is locked exclusively for a user who is editing it.
Branch	This column indicates the branch where the estimate is located in the Estimates catalog.
<Project information>	The grid includes a number of columns providing information from the estimate, including the estimate name, project name, address information, job size, contract amount, and so on.
Filter icon	Click the filter icon in any column header to filter the estimates displayed in the grid by that column.
Sort icon	Click any column header to sort the estimates displayed in the grid by that column. The arrow on the Sort icon indicates the direction (ascending or descending) of the sort. Clicking in sequence changes the direction of the sort or removes sorting from the list. Note: You need to click a column header to see the icon.

Permissions grid

You use this grid to give authorized users View or Edit permission for any estimate you select in the Estimate grid. Administrator users do not appear in the Permissions grid because they always have permissions for all estimates.

Items in the Permissions grid
Item	Notes
View	A check mark in this column indicates that a user has View access for a selected estimate. If you select multiple estimates and a user only has View access for some of them, a horizontal bar appears in the column. To provide a user View access to an estimate selected in the Estimates grid, in the View column, select the checkbox for a user. The user can view the estimate but not save any changes to it. Clear the checkbox to remove View access for the user. Tip: You can select the checkbox in the column header to select or clear this permission for all users, rather than selecting View checkboxes one at a time for each user.
Edit	A check mark in this column indicates that a user has Edit access for a selected estimate. If you select multiple estimates and a user only has Edit access for some of them, a horizontal bar appears in the column. To provide a user Edit access to an estimate selected in the Estimates grid, in the Edit column, select the checkbox for the user. Clear the checkbox to remove Edit access for the user. Note: Edit access automatically confers View access to the user. Users need either View or Edit access to see the estimate in their estimate lists in the Sage Estimating application. Tip: You can select the checkbox in the column header to select or clear this permission for all users, rather than selecting Edit checkboxes one at a time for each user.
User	This is the user's Windows ID or their SQL Server Authentication ID. Administrators are not listed in this grid. They automatically have rights to all estimates.
Authentication Type	This is the type of authentication method (Windows or SQL) used to validate a user's credentials to use Sage Estimating.
Group Name	This is the network group through which a user was added, if applicable.
First Name / Last Name	These are the user's first and last names as they appear in the domain or computer user setup.
Disabled	A check mark in this column indicates that a user ID is disabled.
Filter icon	Click the filter icon in any column header to filter the list of users by that column.
Sort icon	Click any column header to sort the estimates displayed in the grid by that column. The arrow on the Sort icon indicates the direction (ascending or descending) of the sort. Clicking in sequence changes the direction of the sort or removes sorting from the list. Note: You need to click a column header to see the icon.