The Unlock Estimates utility will unlock any Estimates that are currently in an Awaiting Review or Approved status.  Without this utility, each Estimate would have to be individually rejected via the Inbox.


Availability

Only Users with the  Task Estimating Administrator Permission will have access to this function.


Navigation

Modules > Estimating > Utilities > Unlock Estimates


Page Elements

The Unlock Estimates page has the following page elements:

  • Unlock Estimates Toolbar
    • Unlock Selected Records... Button
      • Click to change the status of the selected records to Draft.
  • Estimates List
    • Lists any Estimates in an Approved or Awaiting Review status.


How to Unlock Estimates

  1. Select one or more Estimates from the Estimates List that you want to unlock
  2. Click the Unlock Selected Records... button on the Unlock Estimates Toolbar
  3. In the confirmation message pop-up, click the OK button to unlock the selected Estimates or click the Cancel button to abort the unlock process.


The Unlock Estimates utility.

Page ID:1571-4533-8599