Estimating

In terms of functionality, the Estimating workspace is similar to the Budgeting workspace. What makes the Estimating workspace different is how it lets users view the different budgets for a job.

When you select a job, the workspace displays the default budget for that job; to view another budget, you simply select another budget type from a dropdown list. This capability is similar to how users work with job budgets in the Workspace Client, and is especially useful to companies that utilize several types of job budgets, including customized types for specific purposes.

You can:

• Select the job whose budgets you want to view or edit.
• Edit a budget.
• Review and approve budgets.
• Reopen a budget.
• View budget revision history for a selected job.