Archiving Estimates & The Estimate View
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I apologize if these items have been previously addressed but there are 2 things I think would make the estimates easier to work with. 1. The ability to archive & unarchive estimates, similar to the archive and unarchive of projects in Basecamp. There are times when we do an estimate and the initial indication is that the client is not going to move forward with the project and then they come back to us later so I’d like to be able to keep the view clean without losing the original estimate. 2. Since the latest upgrade I’ve found it difficult to locate specific estimates because the project name is not showing up in the initial estimates view. The column header says Company/Project but for most of my estimates I only see the Company. We often do multiple estimates for the same Company so seeing the projects is pretty important. What’s odd though is that some of the Project names DO show up. I’m not sure what the difference is between the ones that don’t have it and the ones that do. MN |
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Hi MN thanks for dropping by… 1. Archive / unarchive I’ve thought about, and perhaps this might be making an appearance. :) 2. Project names show up for estimates which you’ve activated the project for. Those with no project name haven’t. You’ll notice underneath where a project name & link is for your active projects, there’s a link to “Activate project”. We’ve gone to assigned IDs as primary identifiers for estimates now. |