The Actions group of functions refers to the section of the Estimate Ribbon Bar under the Estimate Tab. There are three functions in this group when an Estimate is in draft mode. When the Estimate is submitted for approval, the functions are disabled. 


The Actions group of functions on the Ribbon Bar. 


Description

There are three functions in the Actions group:

  • Submit for Approval
    • Submits the current Estimate for Approval.
      • When submitted for approval, the Estimate will be locked for changes and will be in read-only mode.
    • Only available when the Estimate is in a Draft status.
  • Cancel
    • Cancels the current Estimate.  A confirmation message is displayed confirming the choice to cancel.
    • Only available when the Estimate is in a Draft status.
  • Delete...
    • Deletes the current Estimate.  A confirmation message is displayed confirming the choice to delete.
    • Only available when the Estimate is in a Draft status.


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