Publishing Estimates is the final stage in the Estimate Life Cycle which turns an Estimate into official reporting data to be consumed in the Financials Module of iSite.


Availability

Estimate Publishing in iSite is Permission-based, meaning that each User with enabled permissions that allow them to publish Estimates will be available to do so.  In addition, the User must also have membership to the subject Task via Task Membership.


The following Permissions will allow access to Estimate Publishing: 



Navigation

Inbox > Estimate Publishing


How Did We Get Here?

When an Estimate is reviewed and Approved, iSite will perform the following functions:

  • Marks the Estimate as Approved
  • Sends an email notification any User who is authorized to publish Estimates, and has access to the Subject Task
    • If the Estimate is for an Undefined Task, any authorized Estimate Publisher will be emailed
  • Add an Item to the Inbox for any User is is authorized to publish Estimates and has access to the Subject Task
  • Add an Item to the Estimates to Publish list on the Estimating Summary page


Estimate Publish Tab Page Elements

The Estimate Publish Tab consists of the following elements:


  • Estimate Publish Toolbar
    • Publish Button
      • Marks the selected Estimates as Published
      • Copies Estimate data into the Reporting Tables for the Financials Module
    • Reject Button
      • Marks the selected Estimates as Rejected
      • User will be required to enter reasons for Rejection
      • Email is sent to the Submitter indicating the reason for Rejection
    • Revise Button
      • Puts the Estimate back in Draft status
      • No comment is required
      • Useful for when the Estimate Publisher wants to make corrections themselves
  • Estimate List Pane
    • Lists the Estimates available for Publishing
  • Estimate Viewer Pane
    • Displays the selected Estimate to be Published


The Estimate Publishing tab in the Inbox


Publishing Estimates

Estimate Publishing takes place in the iSite Inbox.


  1. Click the Estimate Publishing tab to view the Estimates that are waiting to be Published
  2. In the Estimate List, select the Estimate that you want to publish by clicking the item in the List
    • The selected Estimate will be displayed in the Estimate Viewer
  1. Click one of the buttons in the Estimate Review Toolbar
    • If Publishing the Estimate, click the Publish button
      • The Estimate Status is changed to Published
      • Data from the Estimate is published to the Reporting Tables for the Financials Module
    • If Rejecting the Estimate, click the Reject... button
      • You will be required to Enter a comment indicating the reason for the Rejection
      • The Estimate Status is changed to Rejected
      • An email will be sent to the Estimator notifying them of the rejection
    • If Revising the Estimate, click the Revise button
      • The Estimate Status is changed to Draft


A sample Rejection dialog

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