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Streamline Your Estimating for Better Project Outcomes

Beta|October 2, 2025

Experience a new level of efficiency with Flexible Layout beta updates in the Estimating tool! Now you can effortlessly export tables to Excel, dynamically group data using WBS columns and custom fields, and enjoy enhanced view management. These powerful new features are designed to make organizing and sharing your estimating data faster and easier than ever before. Toggle on the beta from the Estimating tool user interface, and provide us your feedback to help shape the future of Estimating!

Key updates include:

  • Export Tables to Excel: Seamlessly transfer your data for further analysis and reporting.

  • Dynamic Grouping: Organize data with unparalleled flexibility using WBS columns and custom fields.

  • Improved View Management: Tailor your data views to your unique workflows for better clarity and control.

These enhancements provide greater flexibility and control over your estimating data, streamline collaboration through easy data export, and deliver a more consistent and user-friendly experience. By enabling dynamic grouping and improved view management, you can instantly pivot an estimate based on WBS to show the right level of detail for any audience, from a high-level owner summary to a detailed internal review, leading to more accurate estimates and ultimately, better project outcomes.

Learn more

  • Configure Dynamic Grouping on an Estimate

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