Estimate List

The Estimate List lets you see and work on a proposal's estimates in a flattened view. Unlike the Estimates page, there's no need to select PBS elements individually before viewing or changing data. Everything is laid out for you in a sortable and searchable grid.

To start using the Estimate List, make sure your proposal has a PBS element with at least one task and resource in it already.

Open the Estimate List by selecting a proposal on the Proposals page and clicking More > Estimate List.

Settings

To open the Estimate List settings, right-click the grid, then select Settings.

Setting	Description
Show Filtering	Show the filter row above the Estimate List columns. You can filter each column to narrow down data in the grid.
Reset	Reset the Estimate List grid to its original layout.

Change how estimates are displayed

As on the Estimates page, you can display estimates in different ways. Right-click anywhere in the grid, point to Input View, then select Hours/Units/Cost or Equiv. Heads (equivalent heads).

Search the Estimate List

The Estimate List has a Search function to find data in the grid. As you type, anything irrelevant to your search is filtered out.

Color badges

Color badges help you identify values or entries in the Estimate List. They appear in columns that are task fields or resource fields if those fields have predefined values. Each value gets a unique color, so you can easily see where it's been used.

Export to CSV or Excel

You can enter a name for the spreadsheet that will be created when you export your grid to a CSV or an Excel file.

Right-click anywhere in the grid, point to Export, then select CSV Export or Excel Export.