Maintaining Proposal Information for a Letting Estimate

Once detail items are determined for an improvement, a letting estimate can be prepared. At this stage of the estimation life cycle, project items have been built, one or more projects are associated with a proposal, and project items are rolled up into proposal items. If a cost estimate is not associated with the proposal, cost estimates for the associated projects determine the proposal item prices. When a cost estimate is created for the proposal, proposal items are copied to the new estimate, and any cost estimates for projects associated with the proposal become inactive. Item price changes that result from a proposal cost estimate are applied to the related project items prices as appropriate.

The Proposal Cost Estimate Summary lists information about the selected proposal and any cost estimates associated with it. To access the component, click the Cost Estimate quick link on the Proposal Summary.

Note: When a cost estimate is associated with a:
- Proposal or project, the cost estimate follows the workflow for that proposal or project. You can view, add, or edit cost estimates associated with a proposal or project if your system administrator has provided workflow phase rights to your user role.
- Proposal, any cost estimates for projects associated with the proposal are automatically set to inactive.

The Proposal Cost Estimate Summary opens on the General tab, where you can view or change information in these fields:

Click in a field and add, change, or delete information as needed. When you are finished, click the Save button. The system displays a message to confirm that your changes were saved in the database.

To maintain additional information for cost estimates associated with the proposal, click the following tabs:

Cost Estimates	Click this tab to access cost estimates associated with the proposal (see Maintaining Cost Estimates for a Proposal).
Mismatched Cost Estimate Items	Click this tab to view cost estimate items that are not assigned to proposal items (see Reviewing Mismatched Cost Estimate Items).

To view snapshots saved for cost estimates associated with the proposal, click the Snapshots quick link. The system takes you to the Proposal Snapshot Overview. See Maintaining Cost Estimate Snapshots for a Proposal for more information.