: : Modifying an Estimate

Reminder: validated and signed estimates cannot be modified not deleted, contrarily to an estimate that is not validated. The update of a validated estimate passes through the revision of the estimate. To do so, the user must have specific rights.

Updating the estimate's header

A validated estimate cannot be modified, except if it has been revised. In this case, the following non financial sections can be updated:

 

  1. From the estimate, go to Edit > Modify > Update the estimate header.
  2. Modify the data contained in the yellow fields and save.