Backstage view

When you open Estimate, you land in the Backstage view. You can also get to the Backstage view from other tabs, by selecting the File menu.

Section

Description

1

Create new jobs, open, save, or close opened jobs.

2

Access the library and open the Jobs page. In the Jobs page, you can access the following options:

  • Job Register

  • Delete Job

  • Compare Jobs

  • Connected Analytics

3

Access templates, snapshots, and archive or restore options.

  • Templates – Create job templates.

  • Snapshots – Open the Snapshots page where you can create job snapshots and open the Snapshot Register to access previously created snapshots.

  • Archive / Restore – Open the Archive / Restore page where you can access the following options:

    • Archive Job

    • Restore job

    • Merge Jobs with Archive

    • Archive Template

    • Restore Template

4

Open the Settings page where you can access the following options:

  • General – Customize General, Title Bars, Navigation Bar, Job Startup, and Language options.

  • Decimal Precision – Manage decimal precision for various values in Estimate.

  • Restore Defaults – Click to restore default values for selected settings.

5

Create a new job from scratch, from a template, from an existing job, or by using the Bid Wizard..

6

View up to 10 recently opened jobs as a list or thumbnail tiles to quickly access recently opened jobs. You can click the Favorites icon to the left of the job code to label up to five jobs as favorites. The jobs labeled as favorites show at the top of the list.
7

Change between the list view or tile view using the List-Tile view icon at the top right of the section. The source for the thumbnail images in the tiles is from the estimate project in InEight Platform. The following image shows the tile view.
8 Open the Job Register where you can search and open jobs that do not show in Open a recent job list.

Archive / Restore

From the Backstage View, you can back up and restore your jobs using the Archive/Restore feature. For more information, see Archive and Restore Jobs in Estimate Data Management.

Settings

From the Settings in the Backstage view, you can adjust some system settings. For more information, see System Settings Options.

Prompt to save

An important setting to visit in the Tools menu is Prompt to Save. InEight Estimate does not automatically save your work. Instead, it will prompt you to save as often as you specify in the general settings.

Decimal precision

The Decimal Precision setting is also helpful. This is where you can specify the way your numbers display in the system. For example, you may want your costs to display to the hundredth decimal place (2), and your quantities to display as whole numbers with nothing to the right of the decimal (0).

Changing decimal precision does not affect the way your numbers are calculated.