Manage estimate statuses
Estimate statuses indicate the level of completion of estimate items. By using estimate statuses, you can quickly view the situation of each estimating job.
- Click the Maintenance ribbon tab.
- On the menu, select Estimating Maintenance > Estimate Status Maintenance.
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In the Estimate Status Maintenance dialog box, do any of the following:
To
Do this
Add a new estimate status - Click New.
- Type a description for the status.
- In the Purpose list, select a purpose for the status.
- Click Add.
Set the default estimate status - Select a status in the list.
- Select the Default checkbox.
- Click Save.
The new default estimate status is marked with an asterisk (*).
Deactivate an estimate status If you deactivate an estimate status, it will no longer be available for estimates. However, you can activate the status again at any time.
- Select a status in the list.
- Clear the Active checkbox.
- Click Save.
To re-activate the estimate status, select the Active checkbox again.
Modify an existing estimate status - Select a status in the list.
- Modify the description, purpose, and other properties according to your needs.
- Click Save.
Delete an existing estimate status - Select a status in the list.
- At the bottom of the dialog box, click Delete.
- To permanently delete the estimate status, click Yes in the confirmation dialog box.
- To close the dialog, click the Close button (X) in the upper-right corner.