Adding Editing, or Deleting Estimate Notes

To add an estimate note in a workfile

  1. Open the workfile.
  2. Select the Estimate tab, and then select the Edit tab.
  3. Select Estimate Properties from the ribbon bar.
  4. Select the Notes tab, and then enter the note information.
  5. Click OK.
  6. Click Save or Save and Close.

To edit or delete estimate notes

  1. Open the workfile.
  2. Select the Estimate tab, and then select the Edit tab.
  3. Select Estimate Properties from the ribbon bar.
  4. Select the Notes tab, and then edit or delete the note information.
  5. Click OK.
  6. Click Save or Save and Close.