How to Resize Columns in the Estimate View
Customizing your estimate view by resizing columns can enhance your workflow and improve data visibility.
More in Estimating
Estimating
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- How to Create a New Estimate
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- Client Notifications & Activity Tracking
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- How to Change the Salesperson on an Individual Job
Working in the estimate
- How to Enable Estimate Sidebar Settings
- How to Toggle Column Visibility
- How to Resize Columns in the Estimate View
Pricing & markup
- How To Price An Item (Labor, Material, or Subcontractor)
- How to Adjust Profit Markup
- Change Profit Margin Per Line Item
- How to Add a Fee-Based Item
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- Adding tax to estimate pricing
- Custom Labor Rates & Time Tracking
- Adding Detail to Labor Costing of Items
- Creating a Custom Calculation for Items in an Estimate
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- How to Add Base and Minimum Materials Cost
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AI estimating
Overview
Resizing columns in your Estimate view can help with visual clarity and make it easier to navigate and view your estimate data.
Before You Begin
- Open the Estimate whose columns you want to resize.
- In your Estimate, go to the column headers (the nomenclature row) at the top of the estimate.
- Move your cursor to the line between two column headers.
- Move slowly along that line until you see the two arrows appear, indicating the column can be resized.
- Once the two arrows appear, click and hold on that spot.
- Drag the cursor left or right to shrink or grow the columns as needed, making them as big or as small as you want.
- Release the mouse button to set the new column width. Repeat these steps for any additional columns you wish to resize.
Tips & Best Practices
- Customization: Tailor your estimate view to display the most relevant information prominently.
- Efficiency: Quickly access and interpret data by adjusting column sizes to fit content appropriately.
Why This Matters
- Lets you customize your estimate view so the data you need is easier to see and navigate.
Summary
Resizing columns in the Estimate view involves hovering over the line between two column headers until the resizing arrows appear, then clicking and dragging to shrink or grow the column to the size you want.
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