Estimate Trade Grid Guide
The Estimate Trade Grid allows you to manage, edit, and organise trades within an estimate. This article outlines the key features and actions available.
Toolbar Actions
- Open – Open the selected trade
- New – Add a new trade
- Delete – Remove selected single trade
- Refresh – Reload the grid and save column width/page size settings
- Export to – Export to PDF, DOCX, RTF, or XLSX
Other Functions
- Copy trades – Copy selected trades
- Paste trades – Paste copied trades (can be pasted into a separate estimate)
- Delete selected trades – delete multiple trades
- Move Up – Move trade up (will update estimate trade list order if there are missing numbers)
- Move Down – Move trade down
- Apply Colour – Apply colour to selected rows
View Options
Use View by to change how trades are displayed:
- Trade
- Cost code
- Reference code
Grid Columns
| Column | Description |
|---|---|
| Trade ID | Unique trade identifier set by system, updated by using the move up/down arrows |
| Description | Trade name |
| Budget | Net value |
| Markup % | Markup percentage |
| Gross | Total including markup |
| Is PS Trade? | Indicates provisional trade |
Editing & Calculations
- Editing Markup % automatically updates Gross
- Editing Gross recalculates Markup %
- Double-click a row to open and edit trade detail
Search & Navigation
- Use the search box to filter trades
- Navigate between pages at the bottom of the grid
- Adjust page size at bottom right (10, 20, 30, 50, 100, All) save selection with refresh button above table
- Adjust column widths and use refresh to save your setting
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