: :  Reviewing and Archiving an Estimate

Reviewing the Estimate

When an estimate must be modified, it must first be revised.

  1. From the validated estimate, go to Edit > Administration > Revise the estimate. The revised estimate is classified.
  2. 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'.

  1. From the validated estimate, go to Edit > Administration > Archive an estimate.
  2. 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.