Estimate Approval Library

This module is to setup list of people that approve different types of contracts. These can be loaded directly into a contract estimate record. The module consists of a Approval Name field to identify the list, and a grid to contain the list items.

Module Toolbar

More information about the tools available in this module

Note: To view an explanation of any field, Ctrl + right click in that field.

To access the Estimate Approval Library module, select Work > Project Management > Project Contracts > Estimate Approval Library.

Approvers grid

This grid contains a list of people that approve a type of contract. This list can be manually populated with records or it can be loaded with items from another list template from this module.

A sample of the grid appears below.

• Right-click in the grid to add a record
• Right-click on an existing record to get a menu with options to View Record, Add Record, Edit Record, Delete Record, or Load Approval List.
• Double-click on an existing record to open it
• At the bottom of the grid there are reorder arrows. Select a checklist item in the grid and use the up down arrows to change its positions in the checklist.

How To Create and populate an Approver List

1. Add a new record
2. Enter a name in the Approval Name field. This field is required.
3. Save the record.
4. Right-click in the grid and select Add Record. The following window will appear

   

5. Enter a name in the Approver field.
6. Save and close the record.
7. The item will automatically be added to the approver list record.

How To Load an Approver List

1. Right-click in the grid and select Load Approval List. The following selection list will appear with a list of other checklists from this module

   

2. Click on the desired list and click Select.
3. The list will be loaded into the grid.