Dashboards
Your Home, Proposal, and Administration dashboards give you an overview of what's happening in ProPricer EstimatorFLEX.
Each dashboard contains sections that provide different kinds of high-level information. To get a better view of a section, click 
in the top-right corner to expand it. Click 
to collapse it.
You can export all information from a dashboard to a .pdf, .png, .gif, .jpg, .xls, or .xlsx file. In the top-right corner of a dashboard, click 
to open the export options.
Home dashboard
The Home dashboard appears after logging into EstimatorFLEX. You can return to it from the navigation pane by clicking Dashboard > Home.
 (in the Recent Proposals section or the My Proposals section) |
Open the Proposals page. |
|
(in the Recent Activity section) |
Open the System activity feed in your inbox. |
Proposal dashboard
You can access the Proposal dashboard from the Home dashboard, the Proposals page, or the Estimates page.
- On the Home dashboard, click a proposal name.
- On the Proposals page, double-click a proposal name.
- On the Estimates page, click
More Actions > Dashboard.
|
View and edit the settings of the selected proposal. |
|
Open the Estimates page for the selected proposal. |
|
(in the top-right corner of the dashboard) |
|
|
Submit the selected proposal to ProPricerContractor Edition Enterprise. |
|
|
Open a menu with links to the selected proposal's Pivot Grid, Estimate List, Summary View, and reports. |
|
(in the Estimate Summary section) |
Open the Pivot Grid for the selected proposal. |
|
(in the Recent Activity section) |
Open the activity feed for the selected proposal. |
Administration dashboard
You can access the Administration dashboard from the navigation pane by clicking Dashboard > Administration.
|
(in the Active Sessions section) |
Open the Active Sessions page. |
|
(in the Recent Activity section) |
Open the System activity feed in your inbox. |
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