When a CU estimate has status of either ‘Estimated’ or of ‘Quoted’, a user may indicate the CU estimate as having been approved by an approving party by clicking the Approve Estimate button on the CU estimate record view. At this time, the status of the corresponding project is updated to ‘CU Estimate Approved’ and additional functionality may become available related to the generation of work order activities for one types of CU estimates.
For CU estimates of type as ‘Cost Only’, ‘As-Built’ or ‘Template’, approval represents the final status in the estimate lifecycle - no further status update can occur for estimates of this type. However, for CU estimates of type as ‘Design’, an additional step may be performed and 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.