Editing estimate information (SQL)
Description
Cause
Resolution

Estimate Information window
This window is used to set reference information about a particular estimate. Estimating Management Console saves your entries when you click [OK]. Among other things, your entries are used to:

  • Provide information you can include on the cover pages of estimate reports.
  • Specify the size, unit, and total cost per unit used to calculate the estimate totals.
  • Specify the job size, duration, and contract amount to be used as the basis for addons.
  • Define MWBE business requirements (for the United States and Canadian locales only).
  • Set the job cost interface.

To begin editing information for a selected estimate, click the [Edit] button at the top of the window.

Note: If you do not have View and Edit access to the estimate, the [Edit] button is not available.

When you have finished updating the estimate information, click [Save].

For more information, click on the title bar of the window, and then click a field or button.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Steps to duplicate
Related Solutions

Managing Estimate Databases and Estimates (SQL)