Reviewing Reference Profile Recommendations

The Review Reference Profile Recommendations component contains a list of all the user-defined profiles that have been recommended for use as a system-wide reference profile. You can review each profile and determine whether it is suitable for use as a reference profile for other cost estimates.

When a profile recommendation is approved, the profile becomes available on the overview component for the appropriate type of reference profile. For example, when you approve a user-defined typical section, it is added to the list of profiles on the Typical Section Profile Overview.

To access the Review Reference Profile Recommendations component, click the Review Reference Profile Recommendations link in the Estimation component. The component opens on the Bid History Profile tab, which lists recommended bid history profiles. You can filter the list of profiles according to review status by using the Status filter.

Each row includes an Actions button and represents one bid history profile. You can view information in these fields:

To view the contents of a user bid history profile, click the Bid History Profile link, or select Open from the Actions menu on the profile row. The system takes you to the User Bid History Profile Summary (see Maintaining a User Bid History Profile).

To approve a recommendation, select Approve from the Actions menu on the profile row. The system displays a modal window where you must enter a name for the new reference profile. When you are finished, click the Save button. The system closes the modal window and changes the Status of the selected recommendation to Approved. The new reference bid history profile is now available on the Bid History Profile Overview (see Working with Bid History Profiles).

To reject a recommendation, select Reject from the Actions menu on the profile row. The system changes the Status to Rejected, and saves your changes automatically.

To delete a recommendation, select Delete from the Actions menu on the profile row. To reverse the deletion, click the Undo button. To save your changes, click the Save button.

To review recommendations for different types of profiles, click the following tabs:

Contingency Assignment Profiles	Click this tab to review recommendations for contingency assignment profiles (see Reviewing Contingency Assignment Profile Recommendations).
Life Cycle Maintenance Schedule Profiles	Click this tab to review recommendations for maintenance schedule profiles (see Reviewing Life Cycle Maintenance Schedule Profile Recommendations).
Typical Section Profiles	Click this tab to review recommendations for typical section profiles (see Reviewing Typical Section Profile Recommendations).
Cost Sheets	Click this tab to review recommendations for cost sheets (see Reviewing Reference Cost Sheet Recommendations).