The options in File>Options are classified into Calculations, Editing, Settings, Rounding and Language.
In the illustration
▪The vertical arrows show how the Calculations, Editing and Rounding options are inherited from a master estimate through an administrator
▪The horizontal arrows show how Settings and Language are cross-estimate options
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Cross-estimate |
Estimate level |
Profile: User |
→ |
Editing |
Editing |
Editing |
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Editing |
← |
Settings, Language |
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↑ |
↑ |
↑ |
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↑ |
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Master level |
Profile: Administrator |
→ |
Calculations, Editing, Rounding |
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↑ |
← |
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↑ |
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↑ |
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Default level |
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Calculations, Rounding |
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NOTE The options Editing and Rounding can be edited by any user that an administrator has allowed to (see User Profiles).
The right-hand estimate is not created from a master: it assumes the default Calculations and Rounding options (there is no default Editing options). They can be changed by an administrator of this estimate.
In addition to the cross-estimate options, a user can set the Editing options, and if an administrator have allowed them, the Rounding options. S/he can also entitle new masters and assign a master to a new estimate.
This section describes the cross-estimate options and the master entitlement.
To set up estimates quickly, an administrator will benefit from adding to the Quick Access Toolbar the access to the Edit mode (refer to Ribbon).
Contenido relacionado
Ajustes de nuevos presupuestos