Estimate Release by Project allows a user to create estimates and store them in the system. When all the details for estimates are updated, the user can select all the estimates that they have created They will be in status ‘I’ (in-progress). User Access is also checked.
Once the selected estimates are shown, they can be released individually or select all and release them all. Once released, estimates will pend for the respective approver
Release an estimate
- In the menu, expand Publishing Modules > Book Publishing > Others > Utilities > Maintenance and double-click BP Estimate Release. BPM505 – Estimate Release selection panel is displayed.
| Field | Description |
| Record type | Search for and populate the record type on which to search. For example if you select record type A=Actual, only actuals projects display. If you select record type T=Template only templates display. |
| Estimate status |
Valid status codes are defined in control file TMSBP/EST-STS A – APPROVED I – IN-PROGRESS P – PENDING R – REJECTED |
| Company code | This is the company code for which projects are defined. Estimated are released for the projects which are defined for particular selected company. |
| Creation user | The user who has created estimates for the particular project. |
| Project level 1-5 | Project level 1 is used to enter the first level of the project hierarchy on which to search. There are 5 Project Levels. Only those projects with the selected hierarchy display. |
| Project ID | Project Id for which to release the estimates defined. |
| Creation date | This is the date on which estimates are being created for particular project. |
- Enter all the required fields to search for a Project or leave the selection criteria for project levels blanks to view all projects.
- Select estimate version for particular project to release and click option Release. Estimate should be released.
