Reviewing Estimates is a helpful feature that allows Users to review Estimates before they are submitted for Publishing.


Availability

Estimate Review in iSite is Permission-based, meaning that each User with enabled permissions that allow them to review Estimates will be available to do so.  In addition, the User must also have membership to the subject Task via Task Membership.


The following Permissions will allow access to Estimate Review:



Navigation

Inbox > Estimate Review


How Did We Get Here?

When an Estimate is submitted for approval, iSite will perform the following functions:

  • Marks the Estimate as Awaiting Review
  • Sends an email notification any User who is authorized to review Estimates, and has access to the Subject Task
    • If the Estimate is for an Undefined Task, any authorized Estimate Reviewer will be emailed
  • Add an Item to the Inbox for any User is is authorized to review Estimates and has access to the Subject Task
  • Add an Item to the Estimates to Review list on the Estimating Summary page


Estimate Review Tab Page Elements

The Estimate Review Tab consists of the following elements:


  • Estimate Review Toolbar
    • Approve Button
      • Marks the selected Estimates as Approved
      • Email is sent to Estimate Publishers notifying the presence of the approved Estimate
    • Reject Button
      • Marks the selected Estimates as Rejected
      • User will be required to enter reasons for Rejection
      • Email is sent to the Submitter indicating the reason for Rejection
  • Estimate List Pane
    • Lists the Estimates available for Publishing
  • Estimate Viewer Pane
    • Displays the selected Estimate to be Published
      • If more than one Estimate is selected, just a count of the selected Estimates will be displayed


The Estimate Review tab in the Inbox


Reviewing Estimates

Estimate Review takes place in the iSite Inbox.


Reviewing One Estimate at a Time

  1. Click the Estimate Review tab to view the Estimates that are waiting to be reviewed
  2. In the Estimate List, select the Estimate that you want to review by clicking the item in the List
    • The selected Estimate will be displayed in the Estimate Viewer
  1. Approve or reject the Estimate using the buttons in the Estimate Review Toolbar
    • If Approving the Estimate
      • The Estimate Status is changed to Approved
      • An email is sent to any User who is authorized to publish Estimates, and has access to the Subject Task
      • If Estimating Settings are set to automatically publish Estimates after approval, no email will be sent
    • If Rejecting the Estimate
      • You will be required to Enter a comment indicating the reason for the Rejection
      • The Estimate Status is changed to Approved
      • An email will be sent to the Estimator notifying them of the rejection


A sample Rejection dialog


Reviewing Multiple Estimates

  1. Click the Estimate Review tab to view the Estimates that are waiting to be reviewed
  2. In the Estimate List, select the Estimates that you want to review by clicking the checkbox next to each item in the List
    • A count of the number of selected Estimates will be displayed in the Estimate Viewer
  1. Approve or reject the Estimate using the buttons in the Estimate Review Toolbar
    • If Approving the Estimate
      • The Estimate Status is changed to Approved
      • An email is sent to any User who is authorized to publish Estimates, and has access to the Subject Task
      • If Estimating Settings are set to automatically publish Estimates after approval, no email will be sent
    • If Rejecting the Estimate
      • You will be required to Enter a comment indicating the reason for the Rejection
      • The Estimate Status is changed to Approved
      • An email will be sent to the Estimator notifying them of the rejection



An example of multiple Estimates being selected for Review

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