Approve Project Estimate

 

Once a quote has been entered and adjusted it can be approved and a snap shot of it placed in the revision history.

 

To approve the quote click the Approve button at the bottom of the Project Estimates.This will bring up the following pop-up.

 

Project_Estimating_Approval

 

Project Stage

Select a project stage to report the total quoted value against. See the Project Values section for a better understanding of this function.

Approval Title

Enter a title for this approved quote. This title will appear in the revisions drop down box at the top of the project estimating screen.

Add Comment

Add a new comment against this approved estimate. This will appear in the comments history on subsequent quote revision approvals.

Comments History

Shows a list of all approval comments in newest first order.

 

Click the Save button to commit the approval or the cancel button to close the Approve Estimate pop-up.

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