VIP - Find Estimates

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The Find Estimates panel enables you to add existing Estimates to a Worksheet.

1. Do one of the following:
   • On a Worksheet, click  on the right.
   • On the Estimate column ... or details Menu ▼ menu, click Open Estimate or Open Multiple Estimates.
   • On the Estimate details toolbar, click .
     
2. Complete any fields and then click Find Estimates.
   
   By default, the list is filtered to only show Estimates created by you by auto filling the "User" field with the logged-in user's initials 
   Clear the "User" field to retrieve estimates created by all users, or enter other user's initials to find estimates created by other specified users 
   
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3. On the Voyage Estimate List, select one or more check boxes for Estimates you want to add to a Worksheet.
4. At the top of the list, click either Add to Worksheet (to add to the current Worksheet) or Create New Worksheet.

To close the Find Estimates panel, on the right, click .