Modify Estimate

Modify Estimate and Re-Submit Estimate

  1. An Estimate proposal that is rejected by any user in the workflow will reach creators inbox.

  2. Creator has to make necessary changes and resubmit the Proposal

  3. A Rejected Proposal will have status as Rejected in Creators Inbox.

Estimate Proposal Inbox

Clicking on Estimate ID from inbox will open estimates view page.

Clicking Actions-> Modify Estimate will make page editable

Rejected Estimate View Screen

Except Date of Proposal everything will be editable. Estimate Proposal ID which is generated initially shown in modify screen.

Modify Estimate Screen

From here on the flow is same as that of Create Estimate. Once this Estimate is submitted it is again moved to the respective Checker's inbox for approval. Estimate can be rejected any number of times due to any specific reason which can be mentioned in the comments and the same comments are reflected in the View Estimate screen.

Upon Successful update relevant acknowledgement screen displayed.

Estimate Modify Acknowledgement Screen

An Estimate that is approved and sent to next stage wont be editable.

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