Found in the Estimate Viewer, the Period Tab Bar allows navigation to view various Financial Periods within the Estimate.


Display

The Period Tab Bar will display one Tab for every Financial Period defined within the Estimate.  In addition, the Period Tab Bar will display an Period Summary Tab which is a sum of all of the data on each of the individual Period Tabs.


The tabs on the Period Tab Bar are controlled by the Date Ranges buttons on the Display Tab of the Ribbon Bar.


NOTE:  If only one Period exists for an Estimate, no Period Summary tab will be visible.


Edit Capabilities

Depending on what tab is active on the Component Tab Bar, the Edit capabilities will be affected:


  • Period Tab
    • Editing is enabled.
      • Estimate must be in Draft Status
      • An Estimate View must be selected that allows Entry
  • Period Summary Tab
    • Editing is enabled.
      • Estimate must be in Draft Status
      • An Estimate View must be selected that allows Entry


Estimate Period Tab bar, with the Period Summary tab selected.


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