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Estimating workspaces

Use the Estimating workspaces to query your estimate records.

You can amend workspaces to display data to suit your business processes or current task. You can use the filter options and column selector to choose the data that is displayed.

You can use the Workspace Designer to change the content or to create your own workspaces. You can add or remove content and change the available actions, the reports, the columns and how they are displayed, the default filters used for the toolbar filter and so on.

In the desktop application, workspaces can be opened from the menu or from the drop-down list.

In the web browser, workspaces are opened from the drop-down list.

To open from the drop-down list, click the arrow next to the workspace title to open another workspace .

The following Estimating workspaces are available:


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