The Estimate Views function on the Object Definitions tab of the Admin Page is available for Portal Administrators to manage iSite Estimate Views used within the iSite Task Estimating module.  Administrators can add new Estimate Views, edit existing Estimate Views and delete Estimate Views.


Availability

Users with any of the following Permissions may manage Estimate Views:


Navigation

Global Navigation Bar > Admin > Object Definitions > Estimate Views


What is an Estimate View?

Estimate Views give the ability to provide multiple display or entry layouts to an Estimate which can display subsets of information that was entered into the Master Estimate.  For instance, you may want to create a read-only View that only shows a Total for Labor, ODC and Grand Total and omit details.  You may also want to create an entry View that just allows for the entry of Labor, even for a specific type of Labor, such as Prime Labor only.


Estimate View Maintenance Functions

The following functions are available when performing Estimate View Maintenance


 

Properties of an Estimate View

An Estimate View has the following properties:


  • View Type
    • Entry
    • Read Only
  • View Name
  • Description
  • Display Layout XML
  • Audience


The Estimate Views List

The Estimate Views list displays the Views that are configured and assigned to the iSite License.  The list will display the following information:


  • View Name and Description
  • View Type
  • Audience
  • Last Updated


How to Use the Estimate Views List

  1. Click on the Estimate View Name in the list whose information you would like to edit.


How to Add a New Estimate View

  1. Click the Add New View button in the toolbar.
  2. On the Properties tab, fill in the specified properties for the new Estimate View.
  3. On the Display Layout tab, use the Entry Layout Editor to represent how data should be displayed for the Estimate.
    1. See the Using the Entry Layout Editor topic for more information.
  1. On the Audience tab, select the Security Groups who will be able to select the Estimate View when working with Estimates.
  2. Click the Create Estimate View button to create the new record or click the Cancel button to abort the creation process.


How to Clone an Estimate View

  1. Click the Clone View button in the toolbar.
  2. In the View Selection section, choose one of the following:
    1. To clone the Layout from an existing Estimate Template, select the Clone from an Estimate Template... radio button
      1. Select the Estimate Template from the drop-down list
    2. To clone  the Layout from an existing Estimate View, select the Clone from an Estimate View... radio button
      1. Select the Estimate View from the drop-down list
  3. In the Properties section, enter the name and description of the new Estimate View. 
  4. Click the Clone Estimate View button to create the new record or click the Cancel button to abort the creation process.


How to Edit an Existing Estimate View

  1. In the Estimate Views List, select the record to be edited by clicking the Estimate View Name.
  2. On the Properties tab, fill in the specified properties for the Estimate View.
  3. On the Display Layout tab, use the Entry Layout Editor to represent how data should be displayed for the Estimate.
    1. See the Using the Entry Layout Editor topic for more information.
  1. On the Audience tab, select the Security Groups who will be able to select the Estimate View when working with Estimates.
  2. Click the Update Estimate View button to update the record or click the Cancel button to abort the editing process.


Deleting Estimate Views

Deleting an Estimate View is a permanent change and cannot be reversed.  Proceed with caution.


How to Delete an Estimate View

  1. In the Estimate Views List, select the record to be deleted by clicking the Estimate View Name.
  2. In the Estimate View Maintenance page, click the Delete this View... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected record or click the Cancel button to abort the deletion process.


The selected Estimate View will be permanently deleted from iSite.


How to Delete Multiple Estimate Views

  1. In the Estimate Views List, click the check box next to each record that you want to delete.
  2. Click the Delete Views... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected records or click the Cancel button to abort the deletion process.


The selected Estimate Views will be permanently deleted from iSite.


Page ID:7603-3362-1853