Creating a New Profile

(Full and Administration Editions only)

You can create Profiles for internal purposes as well as for compliance with a business partner's requirements. You can also export profiles to share with others.

Adding a new profile clears all settings on all tabs so you can create a new profile.

Closed To create a new Profile

  1. Open Estimate Review.
  2. On the Main window, click Profiles.
  3. At the bottom of the screen, in the Profile Operation section, click Add New Profile.
  4. At the top of the screen, enter a title for the profile that's suggestive of its purpose.
  5. Complete the settings on the various tabs as needed for your profile.

See also

Managing Profiles

Working with Profiles