Estimate/Items

[About Product Estimate Management] [About Estimate Bid Management]

Usage

Use this tab and its tabs to view the structure of the estimate and details of the sub items connected to the top items.

This window is divided vertically into two panes. Panes can be resized by dragging the split bar to one side or the other. The left pane shows a graphical outline of the estimate tree structure containing the different item types which constitutes the estimate.

The right pane displays details about the item selected in the tree list. The item header provides the option to create and save new records with the result that an item appears in the tree structure, top-item or sub-item depending on the position in the tree structure.

For the description of each tab in the window, follow the appropriate link: Generic, Product, Additional Cost, Markup, Calculation Result

Activity Diagrams

Enter Estimate Request - Product
Enter Estimate Request - Generic
Maintain Estimate Request - Generic

Activities

Add estimate item
Create generic item
Create product item
Remove estimate items
Activate estimate items
Inactivate estimate items
Copy as top item
Calculate
Confirm calculation
Revise calculation/confirmation
Copy from version
Compare Estimate