Estimate Options is an area that stores default settings that affect the behavior of your current estimate in B2W Estimate. To access Estimate Options, open any estimate, select the Estimate menu, then select Options and select Estimate Options.

Options Dialog vs. Estimate Options

It is very important to understand the fundamental difference between the Options Dialog, and Estimate Options. Here are the basics:

• The Options Dialog stores "master" default settings. These settings set the default properties and behavior of all new estimates you create. Think of these setting as part of your Resources.
• Each estimate you create has its own unique set of Estimate Options.
• Every time you create a new estimate, many of the default settings that are stored in the Options dialog are "stamped" into the Estimate Options for that estimate.
• Inside any estimate, you can access Estimate Options to uniquely configure the settings that apply specifically to that estimate alone. The settings on any page in Estimate Options reflect the properties or dictate the behavior of the current estimate only.

The diagram below shows the relationship between the Options Dialog, Estimate Options, and each estimate: