Editing estimates in the estimates grid

The Estimates grid displays limited, key estimate information and lets you change editable estimate information directly in the grid. You can view, sort, filter, and group both editable and read-only columns.

To edit an estimate in the Estimates grid:

1. In the Manage Estimates window or on the Estimates tab in the Estimating Management Console, select the branch that contains the estimate.

2. In the Estimates grid, click [Edit] for the estimate you want to change.

   • To change the value of an editable cell, double-click it, and then enter your changes.

   • If a field uses a list of values, select the new value or select the blank value to clear the field.

   • You can use the Fill Down and Fill Selected commands on the shortcut menu to copy values from one estimate to other estimates in the grid. (To learn about these commands, see Copying a value from an estimate to other estimates in the estimates grid.)

   • You can copy adjacent values from a row to another row or rows in the grid. (For more information, see Copying and pasting values across columns in the estimates grid.)

   • To rename an estimate, click the ellipsis [] button in the estimate row, and then type the new name in the New estimate name field in the Rename Estimate window that opens. Click [OK] to save your changes.

     Notes:

     • Estimating highlights modified cells.
     • Hover over a modified cell to see the original value.
     • If you leave the grid while checked-out estimates have no changes, the estimates are unlocked automatically.
     • If you select a company with only one contact, that contact is selected automatically.

3. Click [Save] to keep your changes or click [Cancel] to discard them.