Activating and Deactivating an Estimate
In Ediphi, users have the ability to set an estimate as Active to indicate its current use within Contracting. It also allows users to bring information from that estimate into the Contracting module to use within their Scope Sheets.
In this article:
Activate an Estimate
- Within the estimate list, click the 3 dots (ellipses) next to the estimate you want to activate.
- Select Set as active.
Deactivate an Estimate
- Within the estimate list, click the 3 dots (ellipses) next to the estimate you want to deactivate.
- Select Deactivate.
Active Estimates in Contracting
Activating an estimate brings its information into our Contracting module. When you perform a Contracting Export and an Estimate gets marked as "Active", you can head to the Contracting tab, and under Manage Use Groups, you will see a column called "Linked Estimate Use Group". This allows you to link your respective Use Groups in Contracting, with those found within the Active Estimate.
Double-click within a Linked Estimate Use Group cell to make changes, including the option to clear the link from the Estimate.
If you have any questions, feel free to contact our support team and we’ll be happy to help!