Activate Estimate Items

Explanation

Use this activity to incorporate items in the work scope again, the work with the item that has been resumed. All items by default are created as Active and incorporated in the cost calculation. It is possible to set an inactivated item back to active as long as its top item isn’t Confirmed for any version.

You can manually set an inactivated item record to Active via right-click option, from either the tree structure or the item header. When executing this option then are all items in the branch, up- and down streams set to Active.

Prerequisites

This activity requires that an estimate header that does not exist in status Confirmed, Completed, Closed or Cancelled. At least one item must exist as Inactive and it must be in status InProgress or Calculated.

System Effects

As a result of this activity, an item record is again incorporated in the work scope and considered when performing a calculation.

Window

Estimate

Related Window Descriptions

Estimate/Estimate Items

Procedure

1. Open the Estimate window.
2. Query for the estimate id for which contains the inactivated item to again activate, or populate the window and click the requested number in the Estimate ID list.
3. Click the Estimate Items tab.
4. In the tree structure select the item to activate. Put the cursor in the item header and right-click, select the option Branch/Activate.

Note: Activate of an item record can also be executed by right clicking from the item in the tree structure and selecting the same option as available from the item header.