Cancel Estimate Version

Explanation

A version handles differences in cost, contingency and markup build-up for the same work scope. A need of several versions can arise when the estimate includes quantity breaks, different quantities of the top items. It can also appear when several customers are connected to the same estimate and there is a need to separate the build-up of costs for the customers regarding additional cost, contingency, markups etc.

Use this activity to cancel the unique cost, contingency and markup build-up for a version. If the work with the version must be aborted, it is possible to manually change to this status at any time if no item is Confirmed for the version; however, once in this status, no further actions are allowed to be taken. If you need to resume the work after cancellation, the way forward it is to create a new version. This can be done by either copying the cancelled one or creating a new version if the there are no other versions in between. A new version is always created based on the latest version in the sequence.  A version can be cancelled from either the specific version record in the Version tab or else from the estimate header, it is only for the selected version.

Prerequisites

This activity requires that an estimate header and a version exists in status; InProgress, PartlyCalculated or Calculated.

System Effects

As a result of this activity, the cost, contingency and markup build-up for the version is cancelled.

Window

Estimate

Related Window Descriptions

Estimate
Estimate/Versions

Procedure

  1. Open the Estimate window.
  2. Query for the estimate id that contains the version to be Cancelled, or populate the window and click the requested number in the Estimate ID list.
  3. Click on the Version tab.
  4. From the relevant version record in the upper table right-click and select the option Version Status/Cancel.
  5. The version status is updated to Cancelled.

Note: This action can be executed from either the specific version record in the Version tab or else from the estimate header. This will be executed for the selected version then.