Options Dialog - User Preferences, General page

Customize individual program settings and functional preferences to suit your specific workflow, stored uniquely for your user login.

To navigate to this section of the Options dialog, select the Edit & Tools tab, select Options (Options > Tools Options in the Estimate area), open the User Preferences folder, and select General.

The User Preferences, General page stores preferences regarding various program functions.

The settings on this page are unique to your B2W Estimate login so you can select preferences that suit the way you work.

FieldDescription
Decimal places to show

With these settings, you can specify the number of decimal places shown for unit costs, total costs, production rates, quantities, and percents. Use the dropdown menus to select a number between 0 and 6 for each category.

These are visual preferences only — mathematical functions will always calculate using the fullest decimal.

Include 'Number of' in 'Total UM' calculation for labor and equipment in crews

This preference determines how B2W Estimate will display durations for crew labor and crew equipment on the Estimate Detail tab. By checking or un-checking this box, you can choose whether you want to view the duration of each individual component of a certain type, or the total for all of the components of that type in the crew.

By default, this preference is disabled, and B2W Estimate displays the duration for one component in the Total UM field even if the value in the Number Of field is greater than 1.

Enabling this preference tells B2W Estimate to take the actual number of components into account when displaying that component's total duration on the Estimate Detail tab.

See an example:

  • When this option is disabled, a crew component in a bid will look like this:



  • When this option is enabled, a crew component in a bid will look like this:



Auto-refresh rate

Enter the interval of time in seconds before B2W Estimate refreshes your data to display changes made by other users. You can also enter a zero (0) to disable the auto-refresh feature. An hourglass will be displayed on-screen whenever a refresh occurs.

Regardless of this setting, you can always press F5 on your keyboard to manually refresh the display. Refreshes are also automatically triggered as you navigate through B2W Estimate. For example, when you navigate to a different tab in an estimate, or when you trigger the auto-distribute function.

Auto-capitalize text

When selected, B2W Estimate automatically capitalizes the first letter in each word of descriptions that you enter. Clear this check mark when you want to control capitalization of item or material descriptions.

Save estimate organizations and contacts to Resources

Place a checkmark in this box if you want edits made to estimate organizations and contacts to be saved back to the Resources area. For example, if you update a customer's address, a subcontractor's main phone number, or a contact's email address while in an estimate, it is often useful to save these changes to the Resources database as well.

Show in estimate tree view

Your selection here determines your preference for what information you want to see in the tree view area on the Estimate Detail tab. Select from the following choices:

  • Item number, line number, and item description
  • Item number and item description
  • Line number and item description
  • Item description only
Show change order identification as:

Your selection here determines your preference for what change order information you want to see in the tree view area on the Estimate Detail, Bid Pricing Strategy, and Distribution Strategy tabs. Select from the following choices:

  • Change order ID and description
  • Change order description only
Auto-expand contents of Estimate Detail tab child grids

Your selection here determines your preference for whether or not cost structure is expanded by default on the Estimate Detail tab grid. Select from the following choices:

  • None - All cost structure will be collapsed by default.
  • All - All cost structure will be fully expanded by default.
  • All except crews - All cost structure except for that within crew templates will be expanded by default.
Auto-expand contents of WBS database child grids

Your selection here determines your preference for whether or not WBS levels are expanded by default on the Estimate Detail tab grid. Select from the following choices:

  • None - All WBS levels will be collapsed by default.
  • All WBS Levels - All WBS levels will be fully expanded by default.
  • All levels - All WBS levels except for that within crew templates will be expanded by default
Initial Item/WBS Database area to load

Choose to load the first Pay Item Database or first WBS Database upon initial navigation to the Item/WBS Databases area.