Unlock a Rejected Estimate

Background

If your estimate has been rejected by the authoriser, you'll need to create a New Pre-Release Revision in order to unlock it and make changes.

Before you begin

• Ensure you have access to Estimates. If you don't see Estimates in your available Elda (Chrome) shortcuts, you may need to request access to it. Please see our article on how to Request access to an Elda Application.

• You have the right permissions to perform the below steps.

   

Steps to Follow

1. In the top centre of the Estimate Detail page, click the dot button "..." next to the Revision label. This will open the Revision History form.

   

    

2. In the Revision History form, click New Revision 

   

    

3. From the Create new revision dialog, select the Pre-release option and click Create. 

   

You've now created a new pre-release revision of your estimate, that will allow you to make the changes necessary while maintaining a historical record of the original rejected estimate.