Navigating Plant Estimator
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It is easy to navigate around Plant Estimator using the main screen shown below and the menu bar at the top of the screen. This screen has buttons to perform the most common tasks. These options are also available on the top menu bar a long with other options not available on the main screen. At the bottom of the screen you will find four boxes which will display today's calendar, recent customers, recent estimates and recent invoices. You can double click an item on any of the lists to open the item.

MainScreen

Simply click a button on this screen to go to that part of the program. Most of the screens in Plant Estimator will have a Main Menu button that will take back to the main screen.

The main screen will also display your company information at the top, to the right of the Plant Estimator logo.

There are buttons for the most common tasks on the main screen. To access all features of the program, use the menu bar at the top of the screen.

File

 
·There are three options on this menu.  
 
Data File Maintenance  
Switch Data File  
Exit Plant Estimator  

Settings
 
·There are five options on this menu.  
 
Company Information  
Users  
Program Settings  
Estimate Agreement  
Email Settings  

Import / Export
 
·There are six options on this menu.  
 
Import Customers From CSV File  
Import Plant List From CSV file  
Import Item List From CSV file  
 
Export Customers to CSV File  
Export Plant List To CSV File  
Export Item List To CSV File  

Help

 
·There are six options on this menu.  
 
Get Help On This Screen  
View User Guide  
Check For New Version  
Visit The Plant Estimator Website  
System Information  
About Plant Estimator  

Clicking the Main Menu option will take you back to the Main Menu. There is no drop-down menu.

Estimates & Invoices

 
·There are three options on this menu.  
 
Estimates  
Invoices  
Invoice Payments  
   
Calendar
 
·There are three options on this menu.  
 
View Today  
View This Week  
View This Month  

Lists
 
·There six options on this menu.  
 
Customers  
Suppliers  
Plant List  
Items List  
Other Lists  
 
Reports
 
·There are three options on this menu.  
 
Reports  
Charts  
Create & Manage Custom Reports