Creating Line Sets

Line sets enable you to view role requests and tasks in a grouped drop-down in the Estimate Builder.

To create a line set:

1. Click .
2. Click Create Line Set.
3. Enter a name for the new line set.
4. [Optional] Select a start and end date.
5. Click Save. A line set is created for the estimate.

To add a role request or task to a line set:

1. On the row of the role request or task you want to add to a line set, double-click the Line Set cell.
2. Select the line set you want to add to.
   Note: You can only select line sets that are related to the current estimate.