Estimate Request (1065)
Background
The Estimate Request record enables Project Managers to digitally complete an Estimate Request and submit it to the estimating team. Once an Estimator produces an Estimate, they will (1) attach the Estimate document to the record in the Attachments tab, and (2) approve the record in the Workflow tab.
Access: From the module menu, Records --> Estimate Request (1065)
On this page:
Job Aids
Job Aid - Submit an Estimate Request Form.pdfJob Aid - Assign and Approve an Estimate Request Form.pdfThe Process
Step 1: Project Manager Submits an Estimate Request Form
A Project Manager will fill out an Estimate Request Form for an Estimator to look at. Project Managers should:
Create a new Estimate Request record
Fill in the "Project," and "Project Work Type" fields in the record header
Enter the Estimate Request details
Add any attachments in the Attachments tab if needed
Submit the record to workflow so that an Estimator can provide an estimate
Step 2: An Estimator Assigns and Approves an Estimate Request Form
When an Estimator is available, they will go into PMWeb and assign the record to themselves. Then, they will proceed to review it and provide their input. Lastly, they submit their workflow. Estimators should:
Assign the record to themselves
Fill in the "Reviewed By," "Reviewed Date," and "File Date" fields in the record header
Attach an Engineer's Estimate in the Attachments tab
Approve the record
Tab Guidance
Main Tab
The following notes provide guidance on some (not all) fields and selections in the record. If you would like assistance on a field or selection not listed here, please visit our Help Page.
Project: Select a project. For combo projects, select the primary project.
Project Work Type: Select a Work Type from the selection list such as Resurfacing or Bridge Replacement.
Reviewed By: The estimator selects who performed the review.
Review Date: The estimator selects the date review was completed.
File Date: This date is populated when the Estimator files the estimate along with supporting documents, PM does not have access to this field.
FAQs
If you have an FAQ to add you know the answer to it, please submit a system idea.
If you need help with something that isn’t covered on this webpage, job aid, or website, please submit a help request.
There are no FAQs currently.