Submitting an Estimate for Approval

Your administrator can set up an approval process so that you can submit your estimates for approval by your estimating manager. For more information about setting up an approval process, see Setting up an Approval Process.

To submit an estimate for approval, click Submit for Approval on the estimate record page.

Note:

This will lock the estimate and all records associated with it so they are uneditable. This lock also persists after approval.

Approving and Rejecting Estimates

You will receive a notification when an estimate is submitted for your approval. You can click this notification to be taken to the approval request record, where you can approve or reject the estimate. Alternatively, can use the PSA Mass Approval component. For more information, see Mass Approval Lightning Component Properties.