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: This record is located in the Records module of PMWeb.

Related Pages: N/A

Job Aids

The following job aids and reference guides are relevant to Estimate Request records:

• Create and Submit an Estimate Request

• Assign an Estimate Request record

• Respond to an Estimate Request record

To request additional training or documentation, please submit a Help Request in PMWeb. 

Project: Select a project. For combo projects, select the primary project.

Project Work Type: PMs select a Work Type from the dropdown menu.

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.

Engineer's Estimate Details

Submitted with Attachments: PMs check the box next to the type of document submitted with the estimate if applicable.

• Note: If attaching files through PMWeb, use the Attachments tab. Enter the URL to access your documents and ensure the estimator has permission to access the file.

Report Guidance

The Engineers Estimate report is available for this record in "BI Reporting".

Workflow Guidance

PMs

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

Estimators

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

Note: Estimators may also provide estimates to the requester via email.

Integration and Trigger Guidance

This record has no integrations or triggers. 

FAQs

There are currently no FAQs.