Amending a full estimate

Open: Estimating > Records > Amend Estimate.

  1. Select the estimate you want to amend from the Estimate No. drop-down list.
  2. Amend the details on the relevant tab:
    • Main Details.
    • Additional Details.
    • Site Address.
    • Stages.
    • Totals.
    • Attached Files.
    • Invoice Description.
    • Analysis Codes.
    • Drawings.
    • Memo.
  3. To record details of changes, click Modification History.
    • Enter the change details.
    • Click OK.
  4. To save your changes, click Save.
See also

Steps in this task

Main details (EST Record)

Additional details (EST record)

Site address (EST Record)

Stages (EST Record)

Totals (EST Record)

Add attachments to estimates

Invoice description (EST Record)

Analysis codes (EST Record)

Drawings (EST Record)

Memo (EST record)

Other tasks

Modification history

Amending an estimate - rapid

Amending multi item estimates