How to Enable Estimate History

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TitleHow to Enable Estimate History
URL NameHow-to-Enable-Estimate-History
SummaryEnable Estimate History to allow syncing and archiving of estimates in HeavyBid.
ProductHeavyBid
Other Environment Info2018+ for Adv+
2020.2+ for Basic
Resolution

Note: For SaaS HeavyBid users, see How to Enable Estimate History for SaaS Customers.

Part 1:  Enable Estimate History in Credentials

  1. Log into HCSS Credentials as an Administrator.
  2. Click Product Setup > HeavyBid > Preferences.
  3. Select the checkbox for Allow access to Estimate History in HeavyBid (Basic, Advanced, or Comprehensive).
  4. Click Save.
Enable Estimate History 4.png
Part 2: Enter Credentials Within HeavyBid
Notes:
  • It is only required to enter either User Credentials or System Credentials, not both. If both are entered, the User Credentials will be used instead of the System Credentials.
  • Users will need to enable this from a master estimate if “Only allow changes to system files from Master Estimates” is enabled within File > System. 

Part 2a: Enter User Credentials for Estimate History
  1. Within HeavyBid, click Tools > Preferences > User.
  2. Click User Credentials Setup.
  3. Enter the username and password in the Credentials Login fields. 
  4. Click OK. 
  5. Click Tools > Miscellaneous Tools > Update HeavyBid License.
  6. Click OK.
  7. Close and reopen HeavyBid.
Part 2b: Enter System Credentials for Estimate History
Note: In Enterprise systems, the System Credentials will be shared for all users within a division.
  1. Within HeavyBid, click Tools > Preferences > System.
  2. Double-click Web Applications.
  3. Click System Credentials Setup.
  4. Enter the username and password in the Credentials Login fields. 
  5. Click OK.
  6. Click Tools > Miscellaneous Tools > Update HeavyBid License.
  7. Click OK.
  8. Close and reopen HeavyBid.
Estimate History 3.png
Part 3:  Enable Estimate History in HeavyBid

  1. Within HeavyBid, click Tools > Preferences > System.

  2. Double-click Web Applications.

  3. Click Estimate Archive/History.

  4. Select the checkbox for Allow estimate data to be uploaded to Estimate History.

  5. Click Me or All Users. 
    Note: This setting sets the functionality of the Binoculars button in the HeavyBid Estimate Entry - Tree View window.

    • Me will display the estimate history for the current user.

    • All Users will display estimate history for all users. This option is not available on HeavyBid Standalone.

  6. Click OK.

Estimate History 5.png
 
 

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