Estimating Fields

This section describes the fields and actions on the Estimating workspace.

Card Part Fields

Field Description
Job This field displays the name and number of the job you selected.
Company This field displays the name and number of the company in charge of the job you selected.

Card Part Actions

Button Description
Click this icon to refresh data in the current workspace.

Click to display the list view.

Click to display the detailed view.

Save Click this action to save changes to the current budget. After saving changes, the budget status updates accordingly, and the Save action button is disabled until additional changes are made.
Revert Click this action to undo changes made to the current budget, or to any of its lines.