Estimating Fields
This topic describes the fields and definitions on the Estimating workspace.
Card Part Fields
Copy to come.
Card Part Actions
Button | Description |
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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.
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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.
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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.
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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:
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