For estimates that have been copied, I do not think there is a way to tell which estimate was copied to create the new estimate. It would be really useful for us to be able to audit trail that estimate to tell if it is an "original estimate" or tell us what the file path is to the estimate that you copied from. This would be useful in a case where you frequently deal with the same client and have the same estimate setup but have a variety of estimate file names and dates that you are trying to decipher which estimate to choose to run a variance report on. If there was a audit trail for the estimates, you wouldn't have that problem with trying to pick the right estimate to run the variance report on; the copied estimate would tell you which estimate you copied from so you know exactly which estimates to compare.
by: Travis m. | over a year ago | Other
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