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.
   
   
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   • By default, the User field is set to the logged-in user's initials to only show Estimates created by you. Clear the User field to retrieve Estimates created by all users, or enter another user's initials to find Estimates created by that user.
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 .