Changing an Estimates status
- Select your Project and navigate to Estimates within your projects
- Hover over the additional actions
and select Edit
- Selecting the drop down box under Status will give you four options of status
- Draft - not completed / still working on estimate / waiting for client to approve
- Approved - approved by client / ready to be imported
- Rejected - rejected estimate
- Imported - will now appear in timesheet app for workers to timesheet against. When tasks are generated from an estimate the status will automatically change to Imported
- Select the applicable status and click Save
- On the left side of your Estimate you will see the Status update
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