Estimating Fields

This topic describes the fields and definitions on the Estimating workspace.

Card Part Fields

Copy to come.

Card Part Actions

Button Description
Submit Budget Click this action button to submit a budget for approval. After submission, the record status is updated, and this action is disabled until you make additional changes.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
Approve Budget Click this action button to approve the current budget.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
Reject Budget... Click this action button to reject the current budget.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies.
Reopen Budget Click this action button to reopen an approved budget.
Undo Reject Click this action button to undo rejection of a budget.
Other Actions In the Estimating workspace, this drop-down list includes the following actions:
  • Remove All Lines - Click this action button to delete all lines in the sub-tab.
  • Recalculate Budget - Click this action button to recalculate prices on the budget lines currently displayed.
  • Copy Budget... - Click this action button to copy the current budget.