Documentation Estimates
Detailed guide

Estimates

The workspace-wide estimate index for reviewing and triaging all estimates across projects.

Estimates is the portfolio-level estimate control board. It helps commercial and delivery owners spot estimate risk and prioritize which records need updates before quote progression.

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Quick summary Step by step Guardrails Troubleshooting Related workflows

Quick summary

  • Use status cards and filters first before opening individual records.
  • Prioritize draft and low-margin estimates before quote conversion deadlines.
  • Open estimate detail from this index for targeted planning corrections.

Put it into practice

  1. Start by reviewing the estimate status cards to understand queue shape (Draft, Approved, Quoted, Rejected).

    InteractionsEstimates page top cards: inspect status counts before filtering rows.

  2. Set Status, Client, and Project filters to isolate the exact slice you need to review.

    InteractionsEstimates filter toolbar: choose status/client/project filters and apply.

  3. Use search to target a specific estimate, client, project, or value pattern (totals or margin context).

    InteractionsEstimates search field above the table.

  4. Scan table rows for status and margin posture, then open the record that needs correction first.

    InteractionsEstimates table: review row values and open the selected estimate detail link.
    Open workflow: Estimate Workflow

  5. After edits, return to this index and re-check status and queue counts to confirm the workflow progressed.

    InteractionsBack on Estimates index: refresh and verify the updated record state.

What to review

Estimate status cards

Shows Draft, Approved, Quoted, and Rejected counts so review can start from status distribution before row-level edits.

Filter controls

Status, Client, and Project filters narrow the queue to the exact estimate population you are validating.

Search box

Searches estimate number, client, project, status, lines, totals, and margin-related values.

Estimates table

Lists estimate number, linked project, client, status, totals, and margin context for prioritization.

Detail open action

Opens the selected estimate workflow record for line, resource, and margin correction.

See guide: Estimate Workflow

Guardrails

  • Estimate index interpretation depends on accurate status transitions and up-to-date linked project context.
  • Totals and margin indicators should be validated in estimate detail before major commercial decisions.
  • Viewing this page requires estimate-view permission; editing still depends on estimate management rights in detail workflow.

If it starts drifting

  • If expected rows are missing, clear filters and search, then verify project scope and permissions.
  • If margin signals look inconsistent, open estimate detail and validate line/resource assumptions.