Snapshot Estimate Project - EcoSys - 4.11 - Help - Hexagon

EcoSys Projects Help (4.11)

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English
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EcoSys
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Project
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EcoSys Standard Version
4.11

This procedure allows you to establish line item snapshots for the selected project. After the snapshots have been taken, the snapshot data appears in the Analysis tab.

You can only take the snapshot of active estimate projects.

  1. Navigate to Estimating > Estimate Summary.

  2. At the top of the screen, in the toolbar, click the Project ellipsis to view all the estimate details.

  3. Click the Refresh icon to update the screen.

  4. Click the Actions list and select Snapshot Estimate Project.

  5. Click the Project ellipsis and select the required project.

    The Project displayed in the toolbar at the top of the screen is the only project available for selection in the Snapshot Estimate Project box.

  6. Type the required Snapshot Name.

  7. (Optional) Type the Comment.

  8. Click RUN and then OK.

    To view the log entry, click the Project ID hyperlink and click the Log tab in the Project Details panel.