Estimating
Estimating Administrator
The Estimating Administrator Permission grants access to the following functions:
- Create, Manage, and View Estimates
- Can also change Labor Rate Index within an Estimate
- Can also manage and view Date Range within an Estimate after creation
- Can also manage and view Historic Data Entry setting within an Estimate after creation
- Can also manage and view Estimate Options within an Estimate after creation
- Attachment Libraries
- Create, Manage and View Task Attachment Library Folders *
- Create, Manage and View Task Attachment Library Folder Items *
- Can also manage and view Burden and Labor Rates within an Estimate
- Review Estimates
- Publish Estimates
- Create and manage Estimate Templates and Estimate Views
- View Estimating Reports
- Access to Estimating Utilities
Manage Estimate Rates +
The Manage Estimate Rates Permission grants access to the following functions:
- Can manage and view Burden and Labor Rates within an Estimate
Manage Estimates**
The Estimating Administrator Permission grants access to the following functions:
- Create, Manage and View Estimates
- Can also create, manage and view Attachments within an Estimate
- View Estimating Reports
Review Estimates**
The Review Estimates Permission grants access to the following functions:
- View Estimates
- Can also view Attachments within an Estimate
- Review Estimates
Publish Estimates**
The Publish Estimates Permission grants access to the following functions:
- View Estimates
- Can also view Attachments within an Estimate
- Publish Estimates
View Estimates
The View Estimates Permission grants access to the following functions:
- View Estimates
- Can also view Attachments within an Estimate
- View Estimating Reports
** Does not apply to Estimates Inside Workflows.
* Note that additional security may be placed on Estimate Attachment Libraries, Folders and Items that prohibit users from viewing specific items.
+ Requires the View Estimates or Estimating Administrator Permission as well
Page ID:8053-3272-7591