Close Estimate Revision

Explanation

Use this activity to close an estimate when the work is considered as finished. Close is a manual action which can be executed once the estimate header is in status; Confirmed, PartlyCompleted or Completed. No further actions are allowed to be taken for the items within the tree structure or the estimate itself.

Prerequisites

This activity requires that an estimate header exists in status Confirmed, PartlyCompleted or Completed

System Effects

As a result of this activity, the system closes the selected estimate.

Window

Estimate

Related Window Descriptions

Estimate

Procedure

  1. Open the Estimate window.
  2. Search for the Estimate ID which will be closed.
  3. Right-click and select Header Status and then click Close.