Lock the estimate

After entering the estimated cost amounts for all line items across various cost types and saving the estimate, you can lock and publish it. Locking the estimate sets it as a fixed reference point for future comparisons and analysis. From the locked estimate, you can link costs to specific tasks, activities, or deliverables in the project’s schedule. Once an estimate is locked, it becomes read-only and cannot be changed, ensuring the data remains intact for auditing and accountability. You cannot:

• Modify the original estimate values

• Add sub line items

• Delete any estimate line items

Any adjustments to the locked estimate must be handled through change orders.

To lock an estimate

• Ensure that you are in the Estimate Upload screen. if it is not already opened:
  • Click the app launcher and select 'Finance.'
  • Click 'Estimate' at the top and 'Estimates' on the left

Search and filter options:
Use the 'Search' box located at the top left to find any project using any value from the table as search criteria 
Right-click the column header and customize the display and order of the columns as you wish 
The options at the top right allow you to filter the entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
Customize Columns in List Views
Filter Options in List Views
Manage Custom List Views				
View Groups and Subtotals
You can get totals and subtotals of numerical data for any selected set of records by grouping and applying nested grouping. Use the  icon at the top right to organize the data by column headers.
The system automatically aggregates relevant numerical values, giving a structured breakdown and a clear view of the grand total distribution. See Group and Organize Items in a List View for more details
Download as Excel Sheet
Click the button at the top right to save a local copy of the list in Excel format for sharing and record-keeping. See Download List Views and Logs in Excel Format for more details.

• Review the project estimate and ensure it exhaustively covers all planned work
• Click 'Lock Estimates' on the top right

Note: The 'Lock Estimates' button appears only for saved estimates. If you haven't done so, click 'Save' to save the estimate file.

• Click 'Yes' in the confirmation dialog.