Applying a layout to an estimate

After setting up a layout, you can easily apply it to the current estimate, or switch to a different layout, directly from the ribbon.

You can apply a layout to any spreadsheet sequence. A layout is not limited to use for a specific sequence.

Before applying a layout

In the Estimating spreadsheet, display the estimate and the sequence to which you want to apply the layout.

To apply a defined layout to the current estimate:

  • On the ribbon, select the Home tab, and then from the dropdown list in the Spreadsheet Display group, select the layout you want to use for the estimate.
  • In classic view, click The Layout Button, available in classic view, and then select the layout from the Spreadsheet Layouts window.