Creating a Custom View in EstimatorXpress



Creating and using a Custom View is fairly straight forward and allows you to control what information is displayed within the View Resources Output screen.

To create the Custom View simply open the EstimatorXpress Options window.

If you are using Office 2007 this can be found by clicking the Office Icon at the top left corner of the EstimatorXpress screen and then clicking EstimatorXpress Options.

If you are using Office 2010, 2013 or 2016 click on the Tools/Options tab and then on EstimatorXpress Options

Once you have the Options window up select Resources Output Custom View from the list on the left. You can now use the tick boxes shown to decide which columns will be displayed in your Custom View.

Once you have finished click OK to close the Options window.

To use your Custom View click on the View Resources Output button within a worksheet in one of your estimates.

On the View Resources Output screen, select Views and then Show Custom View. The View Resources Output screen will now be showing only the columns you selected for your custom view.


To return to the standard view click on Views again and select Show All.

John Rees


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Modified on: Wed, 21 Sep, 2016 at 1:51 PM