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: : Reviewing and Archiving an Estimate
Reviewing the Estimate
When an estimate must be modified, it must first be revised.
- From the validated estimate, go to Edit > Administration > Revise the estimate. The revised estimate is classified.
- In the revision screen, enter a new estimate number or let the automatically incremented default number. A copy of this 'draft' estimate is created containing a hyperlink leading to the original estimate.
Archiving the Estimate
When a sale is lost, the estimate budget must be removed from the portfolio analysis. The estimate now validated, it cannot be deleted and must be classified as 'Archived'.
- From the validated estimate, go to Edit > Administration > Archive an estimate.
- In the archiving screen, indicate the reason why the estimate must not be taken into account in the analysis and validate. The estimate is now archived.
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