Skip to content

Estimates ​

Overview ​

Estimates

The Estimates Tab is a Tool within the Team Application for coordinating estimate-related work across team members. It supports shared visibility into estimate activity that requires follow-up and alignment.

When to Use This Tool ​

  • When you need a centralized view of estimate activity that involves team coordination
  • When you want to track estimate-related work in the context of operational responsibilities
  • When you need estimate visibility to support planning and follow-up discussions

What You Can Do in This Tab ​

  • Review Outputs related to estimate activity and status
  • Coordinate follow-up work required to progress estimates
  • Maintain shared visibility into estimate-related priorities

How This Tab Fits in the Application ​

The Estimates Tab supports the Team Application by providing a coordination view for estimate-related work. It complements Order Management and Tasks by keeping pre-order work visible alongside broader operational coordination.

Notes and Limitations ​

  • Visibility and available operations can vary based on capabilities and access rules.
  • Estimate-related Outputs depend on underlying data and processes maintained elsewhere in the Application.
  • Detailed estimate configuration and management may be documented in Feature-level pages.

Released under the MIT License.