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Estimate review

Reading the review

Rounds, grouping, filters and columns.

The Estimate review lists every priced line, so you can see the whole estimate before you decide any of it.

The header

The Project name sits under the heading Estimate review, round N. Three totals follow: Estimate total (or Not priced), Lines checked as a fraction such as 4 of 12, and Open questions.

ControlWhat it does
RoundSwitch between rounds. It appears once there is more than one round.
GuideOpen How to review this estimate. Hide guide puts it away.
Review next lineJump to the next line that needs you.
QuestionsOpen the questions, with a count of the open ones.
Send to agentSend your decisions and comments to the Expert.

The review saves as you go. It shows Saving decisions... and then All decisions saved.

When the Expert is working in the Chat, the review says so, and Check again looks for the Chat to be free.

Filter and group

Show only narrows the lines. All comes first, then To review, Approved, Rejected and Commented. Changed (changed since priced) and Removed (measurement removed) appear when lines fall into them.

Group by groups the lines By finish (the default) or By sheet. MillOS remembers your choice. Group headings show how many lines each holds.

The table

ColumnWhat it shows
ItemThe line's description and room, with a marker when it has questions.
QuantityThe quantity in words. When the takeoff changed after pricing, the earlier figure is struck through beside the new one.
RateThe rate and its unit.
AmountThe line's amount, or Not priced.
DecisionPending review, Approved, Rejected, Commented, Settled or Changed since approved.

Settled marks a line approved in an earlier round and unchanged since, so there is nothing to do with it.

Below the lines

How the total adds up shows the Subtotal of the lines, any adders, the tax and the Estimate total. Assumptions and exclusions holds what MillOS took for granted and what it left out.

Next steps

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