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In the new Project estimate document, the estimate type is automatically changed to "Revision", and a unique number is assigned to the Revision# field. This helps track and differentiate each revision version.

In a revision, users can modify all fields except:

  • Unit Cost (Rate)

  • Cost

  • Total Cost

These fields are locked and cannot be changed. This restriction ensures that previously approved pricing remains consistent and auditable. If the unit rate or base cost must change, a new estimate line or a variation order should be created instead.

Once changes are made, the revision can be posted and submitted for approval if required. The system keeps the original version for traceability.

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