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Template Tab: Columns Button

The Columns button allows you to update, add, and delete columns on your estimating form.

1.  Select the Columns button to open the Templates Columns dialog box.

You can make changes or update directly on the form.  Select the item you would like to update and change the information.

  • To add a column, select the green plus (+), then enter your information about the column.
  • To delete a column, select the column, then select the red X .  The column will be removed from the estimating table.
  • To close the dialog box, select the Close button. Your changes will be saved and will take effect.

Fields

  • Name - Use this column to give your estimate column a descriptive name.
  • Date Type - Select the type of data that will be found in this column.
  • Text - Allows Alphanumeric characters such as letter, numbers, and characters.
  • Number -  Allows numbers to be input into the cell.
  • Check box - Creates the cell as a check box allowing a Yes/No selection.
  • Visible - Allows you to select whether the column is visible.
  • Show Units - Will display units of measure.
  • Format - Allows you to set how the column contents are formatted and the number of decimal points displayed.

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