1. Format the Totals page.
2. On the Totals toolbar, click the  [Templates] button.
3. Click Save As Totals Page Template.
4. In the Template Name box, enter a name for the template.
5. If you want to make this template available for new estimates, select the Use this totals page template for new estimates check box.
6. Click [OK].

The template appears in the list when you click [Totals Page Templates].

Managing Totals page templates:

1. On the Totals toolbar, click the  [Templates] button.
2. Click Manage Totals Page Templates. Existing Totals page templates appear in the window.
3. Select a template, and then:
   • To use the template for the current estimate, click [Apply].
   • To rename the template, click [Rename], and then type a new name over the existing name for the selected template.
   • To use the template as the default for all estimates, click [Use as Default].
   • To delete the template, click [Delete].
4. Click [Close].

Restoring the Totals page to the factory settings:

1. On the Totals toolbar, click the  [Templates] button.
2. Click Use System Default Totals Page.

[BCB:164:Chat Estimating US:ECB] 

Getting Started: Completing an estimate (SQL)