Table of Contents
Estimates Page UI Elements
The Estimates page displays information about an enterprise's estimates.
The Estimates page has the following elements:
| Item | Description | |
|---|---|---|
| 1 | Filters icon | Click to open the Filters widget and apply filters to the Estimates grid. |
| 2 | Search icon | Search for an estimate by name, identifier, or external identifier (EID). |
| 3 | Export Estimate button This button is only available if the estimate export feature is enabled. | Select an estimate and click Export Estimate to manually re-export the estimate. |
| 4 | Create New Estimate button | Click to create a new estimate. |
| 5 | Estimates grid | A list of all estimates. For more information, see Estimates Grid Reference. |
Estimates Grid Reference
The following table contains information about the columns in the Estimates grid:
| Column Name | Description |
|---|---|
| ID / Name | The name and identifier (and external identifier/EID, if any) of the estimate. |
| Agency | The Agency of the estimate. |
| Business Unit | The Business Unit of the estimate. |
| Start Date | The start date of the estimate. |
| End Date | The end date of the estimate. |
| Media | The media type of the estimate. |
| Client | The Client of the estimate. |
| Product | The Product of the estimate. |
| Budget | The budget of the estimate. |
| Cost Type | The cost type of the estimate. |
Export Status If the estimate export feature is not enabled, the value of the Export Status column is always Created. | The export status of the estimate:
|
Messages If the estimate export feature is not enabled, the Messages column is always blank. | More information about the estimate export status, if any. |
| Approval Status | The approval status of the estimate. If the estimate approval workflow is not enabled, the approval status is always Approval Required. If the estimate approval workflow is enabled, the possible statuses are:
|
| Approver | The first and last name of the user who last approved the estimate. If the estimate is not approved or the estimate approval workflow is not enabled, this value is blank. |
| Approval Date | The date that the estimate was last approved. If the estimate is not approved or the estimate approval workflow is not enabled, this value is blank. |