Estimate Manager Page

You can view and print the Delta report for a committed estimate from the Estimate Manager page.

1. From the Job Overview page, view the estimate card. You can view the revised estimate total, including the supplement, on this card. The Supplement # text indicates that a supplement has been created.
2. Click the Estimate card (not the dollar amount or other highlighted links) to view the Estimate Manager page.

   

3. On the Estimate Manager page, scroll down as needed to view previous versions of your estimate. Your original estimate is at the end of the time line. On this page you can see the original estimate and the supplements, including:
   • Previous Versions includes each previous version of the estimate
   • Revised estimate amount
   • Dollar amount of increase or decrease in each supplement
   • View Changes link, which opens the supplement (Delta Report)

   

4. Click the View Changes link to generate the Delta report.

   The Delta report shows the differences between the original estimate and any supplements. Repair lines that are added after the estimate is committed use a supplement indicator (S1, S2, etc) for easy identification.

   

5. On the Delta Report, scroll down to view details.

   

6. On the Delta Report, click Print to save or print a copy of the estimate.

   1. You can also click Close if you do not want to print or save the report.

      

7. On your PDF reader, click File, and then click Print to print or click Save As to save.

   Note: PDF options for printing and saving may vary.

8. Click Done or click Job Overview to return to the Job Overview page.

   Tip: You can access the Estimate page after you add a supplement by clicking View Estimates on the Job Overview page.

View details about the estimate and any previous versions.

1. On the Estimate Manager page, click the Estimate icon next to the current or previous estimate.

   

2. Scroll down to view details, and then click Done or click Estimates to return to the Estimate Manager page.

   

Print or save the current estimate, previous estimates, or staff written appraisals.

1. On the Estimate Manager page and click the Estimate icon next to the current or previous estimate.

   

2. On the Estimate Details page, click Print. The report appears as a PDF.

   

3. On your PDF reader, click File, and then click Print to print or click Save As to save.

   Note: PDF options for printing and saving may vary.