Overview

For enterprises that have enabled the estimate approval workflow, Cost Lines cannot be committed unless there is an approved estimate linked to the Cost Line:

• Only users that have the Finance > Estimates > Request Approval permission can request approval for an estimate.
• Only users that have the Finance > Estimates > Approve / Decline permission can approve or decline estimates that they have been requested to approve.

Approve an Estimate

To approve an estimate, do the following:

1. Open the estimate, manually or through the approval request email.
   
   
2. Click Approve/Decline to open the Approval Process widget.
   
   
3. In the Approval Process widget:
   
   
   1. Select the Approve option.
      
      
   2. Optional: For Comment, enter a comment about the estimate approval.
      
      
   3. Click Approve. In the Estimates grid, the status of the estimate changes from Pending Approval to Approved.

Decline an Estimate

Declining an estimate is not permanent; declined estimates can be opened again and approved at any time.

To decline an estimate, do the following:

1. Open the estimate, manually or through the approval request email.
   
   
2. Click Approve/Decline to open the Approval Process widget.
   
   
3. In the Approval Process widget:
   
   
   1. Select the Decline option.
      
      
   2. Optional: For Comment, enter a comment about the estimate rejection.
      
      
   3. Click Decline. In the Estimates grid, the status of the estimate changes from Pending Approval to Declined.