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Setup Options in Estimating Link

Use Setup Options in Estimating Link to configure company-wide and individual preferences before starting your first project. From the Preferences window, navigate through tabs like Company, General, and Rate Tables to enable features, adjust settings, and identify which options are global or user-specific.

 

How to Access Your Options

  1. In Estimating Link, click Setup from the top navigation menu.
  2. Select Options

The CLI Preferences window will open, starting on the Company tab.

     

     

 

Navigating the Preferences Window

  • Tabs at the top organize settings into different sections.
  • Click a tab with your left mouse button to view that section’s options.
  • Many powerful features can be enabled or disabled here, so review each tab in detail.

🗒️Note: If a change has been made but doesn’t appear immediately in the program, switch the active window (e.g., from Rate Tables to Item Sheet) or restart the program.

 

Global vs. User-Specific Options

  • Most settings should be the same across all Estimating Link installations in your company to ensure consistency in project setup, calculations, and reporting. This helps maintain accuracy, avoid conflicts, and ensure all team members work from the same standards.
  • Black silhouette icon = the option can be set individually by each user. These settings are for personal workflow preferences, such as display layouts or view options that do not affect calculations or shared project data.

 

Learn more about the Options within each tab:

Company Set your company name, address, and basic information used across projects.
General Adjust general program behaviors, default settings, and display preferences.
Cost Type

Manage cost categories and classifications for estimating.
Rate Tables

Configure labor, equipment, and material rates.
Item Sheets

Customize item sheet layouts, columns, and default views.
Bid Sheet

Set bid sheet formats and related calculation settings.
SMC/RTC

Configure Smart Machine Control and Rate Table Calculations.
Digitizer

Set up and manage digitizer hardware and measurement options.
Printer

Adjust printing defaults and output formatting.
Catalogs

Manage item catalogs for quick project building.
Database

Control database connections, backups, and maintenance settings.
Accounting

Configure links and data export to your accounting system.
Field Link Manage integration with field data collection tools.
States

Set up tax rates, state-specific rules, or location preferences.
Admin

Manage permissions, security settings, and administrative controls.

 

If we can be of further assistance, please reach out to us at anytime: (800) 448 - 0741 or Support@TCLI.com.