Verify the Estimate

  1. Open a job in the Manage Estimates screen.
  2. From the Estimate tab, click Verify on the speedbar and select Verify.
  3. Select the Empty Assemblies checkbox to check the estimate for assemblies that don't have any members.
  4. Select the Non-standard Units checkbox to check the estimate for cost items that have custom units.
  5. Select the Items with Status = Alert checkbox to check the estimate for cost items that have Alert in the Status field.
  6. Select the Status = Not Edited checkbox to check the estimate for cost items that have not been edited since they were added to the estimate.
  7. Select the WBS Conflicts checkbox to check the estimate for assemblies that have WBS codes entered for both members of the assembly and the assembly itself.
    Note: The WBS Conflicts checkbox is only available if the Spread WBS codes to assembly members checkbox is not selected in Manage Estimates screen.
  8. Select the WBS values not defined checkbox to check the estimate for cost items that have WBS codes that are not defined.
  9. Select the WBS values missing in code(s) selected below checkbox to check the estimate for cost items that don't have WBS values entered for the selected WBS codes. Then select the WBS codes you want to search for cost items with blank WBS code values. Click All to select all WBS codes listed or click None to deselect all WBS codes listed.
  10. Select the Zero cost items checkbox to check the estimate for cost items that have a cost of 0 because they have either 0 quantity or 0 unit price.
  11. Select the Match Fields checkbox to check the estimate for fields that should have matching values. Click Show Fields to select up to six fields that should contain matching values.
    Note: The Match Fields checkbox is only available if the estimate is sorted.
  12. Once you have selected the options you want to verify in the estimate, click OK.
  13. To print the list of items that match the verification options you selected, click Print, then click OK. The items are printed.
  14. To go to a specific item in the estimate, select it, then click OK. The window closes and the cost item is selected in the Estimate tab. If needed, click Edit on the speedbar to correct the issue with the cost item.
  15. Click Verify on the speedbar and select Next Error to select the next cost item with an error in the Estimate tab.
    Note: It is possible that a cost item has multiple errors, which may cause the application to select the cost item again when you select Next Error.Note that you will need to re-verify the estimate to return to the Verify Errors popup window. The Verify Estimate popup window retains the previous settings to make it easier to continue checking the estimate.