Settings
Adding and Changing a Category
Last Updated: March 23, 2017These steps will show you how to add and change a category, which you may utilize in various parts of your estimates. A category describes a type of your resources (i.e. salaries, materials, equipment). Adding a Category With an estimate open, press Ctrl+I to open the Settings dialogue box. Click on Lists in the left-side...
Add New Categories and Units “on the fly”
Last Updated: March 31, 2017Sigma allows you to add new categories and units of measure “on the fly” as you build your estimate. This feature can be turned on or off. To turn on automatic addition of new categories 1. Click on File > Settings. 2. Click on Lists in the left-side toolbar. 3. Highlight (click on) Categories under...
Deleting a Category
Last Updated: March 31, 2017This guide will teach you how to delete a category that you no longer need. A category describes a type of your resources (Labor, Materials, etc.). 1. Type Ctrl+I for settings. 2. Click on Lists and choose Categories, and click on the Edit button. 3. Choose the tab Values. 4. Click on the category you...
Find the license number for Sigma
Last Updated: March 31, 2017This guide will show you where to find your Sigma license number. 1. Click on FILE > Help. The license number for the installed version is shown under Product Activated in the right side of the window.
See Which Version of Sigma You Have
Last Updated: March 31, 20171. Click FILE, then click on Subscriptions. 2. Your version number is displayed on toward the bottom of the window under “About Sigma.” 3. This window also displays your license number, and any additional licenses you may have.
Changing the Path for your Sigma Folders
Last Updated: April 6, 2017This guide will show you how to move Sigma files to different storage locations (i.e. iCloud, Dropbox, OneDrive). 1. Click FILE > Settings. 2. Click the Files tab on the left-side toolbar. 3. In the table in the File Locations dialogue box choose the path for the file type you want to relocate. 4. In...
Moving your Sigma License to Another Computer
Last Updated: April 6, 2017Contact Sigma Estimates Support 1. Click on File. 2. On the right side of the window your license number is listed under “Product Activated”. 3. Email Sigma Support at support@sigmaestimates.com and provide following information: Your company’s name. Which Sigma product you want to activate (Professional, Enterprise, etc) Your License code. Why you would like to reuse...
Create an Estimate Template
Last Updated: April 27, 2017When you save an estimate, all the information in the estimate will also be saved. After you find the WBS that you can use for some of your estimates, along with the columns, Insight views, etc, you can save an empty estimate as a template. 1. Click File>New>Other. 2. Click New estimation. 3. Click Next....
Making more Columns Visible in an Estimate
Last Updated: April 27, 20171. Click the Home tab in the Quick Access Toolbar. 2. Click Columns in the ribbon. 3. Mark the checkboxes for the columns you want to add. 4. Click OK to save your changes. 5. For any view that shows the Columns icon in the ribbon, the columns that are shown or hidden is adjustable...
Changing and Deleting a License Number
Last Updated: April 27, 2017NOTICE: Internet connection is required to change and delete the licensenumber. 1. Click File> Help. 2. Double click License number under “Product is Activated.” 3. Type in your new license number in the dialogue box. TIP: You can type in the new license number right over the highlighted number in the dialogue box or backspace the number...
Exploring the Settings Window
Last Updated: March 30, 2020Many of the features of Sigma are controlled by choices made in the Settings window. To help you get the most from Sigma, we are going to walk through each section in detail. Sigma Enterprise and Sigma Professional have all options available, while Sigma Personal has only the Company Info, and Files options. In any...
Categories Explained
Last Updated: July 3, 2020Categories are used in Sigma for various functions: for reporting on materials needed, or hours required; for adding overhead; for establishing profit; for automatic redistribution of costs; and for organizing Insight views. Categories (like unit names and production unit names) are stored as *.dat files the Data folder and can be edited by going to...