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Edit Estimate Grid Layouts window

This window contains a list of the estimate grid layouts to which you have access. Estimate grid layouts determine the appearance of the estimate grids in the Manage Estimates window and on the Estimates tab in the Estimating Management Console. You can have as many estimate grid layouts as you want.

For example, if you regularly need to view different columns than the ones in the default layout, you use the Show/Hide Columns window to customize the grid, and then either save the new set of columns as the default layout or save them with a new name so that you can apply that layout to the grid later, without overwriting the default layout.

You use the Edit Estimate Grid Layouts window to:

Rename an existing estimate grid layout.
Add a new estimate grid layout based on the default layout.
Duplicate (copy) an existing layout.
Remove an existing layout, or restore a layout you removed. (You can restore a layout only if you have not yet closed the window since deleting the layout.)
Choose to share a selected layout with other Estimating users.

Open the Edit Estimate Grid Layouts window in one of these ways:

In the Manage Estimate window or on the Estimates tab in the Estimating Management Console, click Layouts.

Tips:

To apply a defined layout to the estimate grid, select it from the layouts list box above the estimate grid.
Sage Estimating (SQL) automatically applies the layout you used most recently in an estimate grid.

Items in this window

Grid elements

Tab	Description
Name	This column lists the names of the estimate grid layouts to which you have access. These can be layouts you created for your own use or to share with others, and layouts shared with you by others. To change the name of the layout, double-click in the Name cell for that layout, and then type the new name for the layout
Shared	A check mark in this column indicates that the corresponding layout is shared with other users. To save a shared layout as a personal layout, select the layout and then click [Duplicate]. Note: You need Manage Shared Layout permission to create or edit a shared estimate grid layout.
Description	A description is optional. You can use it to remind yourself and others about when the features of the layout would be most helpful.

Tab

Description

Name

This column lists the names of the estimate grid layouts to which you have access. These can be layouts you created for your own use or to share with others, and layouts shared with you by others.

To change the name of the layout, double-click in the Name cell for that layout, and then type the new name for the layout

Shared

A check mark in this column indicates that the corresponding layout is shared with other users.

To save a shared layout as a personal layout, select the layout and then click [Duplicate].

Note: You need Manage Shared Layout permission to create or edit a shared estimate grid layout.

Description

A description is optional. You can use it to remind yourself and others about when the features of the layout would be most helpful.

Buttons

Button	Notes
[Add]	Inserts a new line in the Edit Estimate Grid Layouts window where you can type a name and a description for the new layout, and select whether the layout will be shared with others . You need manage layout permissions to create a new shared layout.
[Remove]	Removes a selected layout. Deleting a shared layout deletes it for other operators who are using custom spreadsheet layouts in Sage Estimating (SQL). You need Manage layout permissions to delete a shared layout.
[Restore]	Restores the last layout that you changed or deleted. Note: You can restore a layout only before you close the Edit Estimate Grid Layout window after deleting the layout.

Button

Notes

[Add]

Inserts a new line in the Edit Estimate Grid Layouts window where you can type a name and a description for the new layout, and select whether the layout will be shared with others .

You need manage layout permissions to create a new shared layout.

[Remove]

Removes a selected layout.

Deleting a shared layout deletes it for other operators who are using custom spreadsheet layouts in Sage Estimating (SQL).

You need Manage layout permissions to delete a shared layout.

[Restore]

Restores the last layout that you changed or deleted.

Note: You can restore a layout only before you close the Edit Estimate Grid Layout window after deleting the layout.