Purpose
You can have different types of estimates that are generated at different points in the project. You may have an initial estimate, and as you go through design, you will get more detailed estimates. Consider the following paragraph:
The required levels of accuracy of construction cost estimates vary at different stages of project development, ranging from ball park figures in the early stage to fairly reliable figures for budget control prior to construction. Since design decisions made at the beginning stage of a project life cycle are more tentative than those made at a later stage, the cost estimates made at the earlier stage are expected to be less accurate. Generally, the accuracy of a cost estimate will reflect the information available at the time of estimation.
Business process characteristics
Estimates is a non-workflow, project-level, cost-type business process with line items. You can create more than one Estimates record for your projects. An individual help file is available for this business process.
Groups associated with this business process
Project Coordinators can create and edit this business process.
Statuses
Active and Inactive
Additional Information
- Closed estimates will roll up to the cost sheet.
- Enabled for mobile and hand-held devices.
- Project Name and Project Number are auto-populated from the shell attribute form.
- Enabled for integration.
- Enabled for publish path.
Files attached to business process forms or to line items will be automatically published to pre-defined folders in Unifier's Document Manager. Attachments in company-level business processes will be published to specified folders in Company Documents and those in project-level business processes will be published to folders in a project's Documents log.
Benefits
In Unifier, files that are attached to a business process form or to its line items from your computer or local system are uploaded, by default, to the Unpublished Documents folder in Document Manager when sent to the next workflow step or by clicking Submit in non-workflow business processes. It requires administrators to publish them from there to the Documents folder. By establishing a publish path, file attachments are directly published to pre-designated folders in the Document Manager for team members to view, comment and collaborate.
Location
To view the published file attachments of a project-level business process record: In a project's Navigator, click Document Manager and select Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.
To view the published file attachments of a company-level business process record: In the Company Workspace Navigator, click Document Manager and select Company Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.