Options Dialog
Configure default system settings, such as unit conversions and tax rates, that govern the behavior and formatting of new estimates in B2W Estimate.
The Options dialog is a "behind-the-scenes" area that stores default settings that affect the behavior of B2W Estimate.
Some examples of the default settings stored here are metric/imperial conversion preferences, master bond tables, and default settings for new estimates.
As a rule, these default settings are not retroactive, but apply to things you do after the new default has been set. For example, if you change the default material tax rate stored in Options, previously created materials that use the old default tax rate will not be affected, but any new materials you create from that point forward will use the new default value.
Changing Default Settings
You can make changes to the default settings within the Options dialog as follows:
- Navigate to Estimate > Edit & Tools.
- Select Options and select Tools Options.
- On the left side of the Options dialog, select the appropriate folder.
- Under the selected folder, select the page that contains the settings you want to configure.
- On the right hand side of the Options dialog, make the necessary changes, keeping in mind the fact that the changes you make may affect other B2W Estimate users.
- Select OK to close the Options dialog.
