Estimate Approval Library

The Estimate Approval Library is used to establish a list of people authorized to approve different types of contracts. These lists can then be loaded directly into a Contract Estimates record.

The module consists of an Approval Name field to identify the list, and a grid to contain the list items (names).

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, select Work > Project Management > Project Contracts > Estimate Approval Library. The following window appears:

Approvers Grid

This grid contains a list of people required to approve a type of contract. Users can add records to the list manually or load it with items from another list in this module.

A sample of the Approvers grid appears below.

• Right-click in the grid to add a record.
• Right-click on an existing record for options to View Record, Add Record, Edit Record, Delete Record, or Load Approval List.
• Double-click on an existing record to open it.
• Reorder arrows appear at the bottom of the grid. Select a checklist item in the grid. Then, use the up or down arrow to change its positions in the checklist.

How To Create and Populate an Approver List

1. Click to add a new record.
2. Enter a name in the Approval Name field (required).
3. Save the record.
4. Right-click in the grid and select Add Record. The following window appears:

   

5. Enter a name in the Approver field.
6. Save and close the record. The item is added to the Approver List record.

How To Load an Approver List

1. Right-click in the grid and select Load Approval List. A pop-up appears with a list of other checklists from this module.

   

2. Click on the desired list and click Select. The list is loaded into the grid.