Saving Column Layouts in the Estimate Builder

You can save a personal column layout, column order, and visibility in the Estimate Builder.

To save your column layout:

  1. In the Estimate Builder, arrange your columns in the order and visibility you want to save.
  2. Right-click a column header.
  3. Click Save Column Order.

To reset your column layout:

  1. Right-click a column header.
  2. Click Reset Column Order.
Note:
  • Save Column Order and Reset Column Order are only available in the Work Breakdown view.
  • The Manage Estimate Builder Columns window sets the org default for all users. A user's saved layout replaces it for that user until they reset it.