Set up the Estimating module
Before you start to create estimates and proposals in the Estimating module, we recommend that you take the time to set it up carefully. Once you have created and adjusted all necessary options, standard estimating items, and settings, working in the Estimating module is easier and more efficient.
To access the different Estimating Maintenance commands, do the following:
Click the Maintenance ribbon tab.
On the menu, go to Estimating.