Approving cost estimates for compatible units

Choose a compatible units library record with a status of Estimated or Quoted and indicate the estimate is approved.

Select Work > Projects > Compatible Units > CU Estimates.
Select the CU estimates record for which to approve an estimate, and then click Approve Estimate. The status of the corresponding project is updated to CU Estimate Approved.

Note: For CU estimates of type as Cost Only or As-Built, approval represents the final status in the estimate lifecycle. No further status update can occur for estimates of this type. For CU estimates of type as Design, an additional step may be performed and the corresponding status change triggered (for the CU Design project only), through the generation of work order activities for the work order specified as the CU Design WO on the corresponding project record.