General information

  • Go to “Finances” > “Estimate”
  • In “Budget Year / Client / Area / Job”, you can filter estimates by these categories
  • If you filter for the client AGENTUR and click “Search” at the bottom of the page, all estimates linked to your agency are displayed
  • Clicking one line in the results list or the version name/number on the left (i.e. none of the links on the right side in the list) will display the corresponding estimate
  • Clicking the “Job number” or “Job name” will display all estimates linked to that job only
  • Clicking PDF or “Excel” at the bottom of the page will display the search results in a separate PDF/Excel document