The Revision Functionality allows users to make changes to an existing project estimate.
Revisions are typically used for:
Adjusting quantities due to scope changes
Updating the markup after negotiation
Incorporating approved variation orders
Aligning with client-approved BOQs
It can be created by clicking “Create Revision” under the Estimates tab. This opens a new editable version of the estimate. This option is available when the status of the Estimate document is New.
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.
Once changes are made, the revision can be posted and submitted for approval if required. The system keeps the original version for traceability.