Estimate Review

Use Estimate Review to analyse and group your estimate lines.

Network owners and contractors can present and accept estimate lines in bulk.

Use Estimate Review at all stages of the estimation process to maximise efficiency in your work management processes.

Open Estimate Review in RAMM

You’ll find Estimate Review in the RAMM Menu. Set it as a favourite. Then it will always be on top and you won’t have to search for it.

With Estimate Review open you can easily switch between contracts. Select from the open and valid programmes to see a summary of the estimate lines.

How to open Estimate Review

Review the money

Drill down from the Summary to view a breakdown of the estimate lines by status. Drill down further to review the money for each estimate line.

Learn more

Select a value in the Summary to display the list of associated dispatches. Scroll across to view all the details.

Review the estimate line for a dispatch by selecting one in the grid. You have options to hold, accept, reject, present or move an estimate to pending, depending on the current status of the estimate.

See the money in more detail

Review the job

You can review the details of the jobs in the grid. Review them individually or as a group.

Learn more

Select individual dispatch(es) to review, or select them all.

Press Dispatch to view the selected jobs in a separate grid. Select a dispatch to review the details of the job.

Review the details of the jobs

Export to Excel

You can export the estimate grid to Excel.

Learn more

To use the information in the estimate grid in other software, press Export.

When the download is complete, open the file in Excel.

Export estimate grid to Excel

Bulk Change Estimate Status

You can select all the jobs in the grid, or only specific ones, to present or accept in bulk.

Learn more

With the jobs selected, press Bulk Change. Select Estimate Status, then select the new status. Save your changes and the details refresh immediately.

Bulk Change is not used to move estimates to pending, put them on hold, or to reject them. These changes can only be made in each individual dispatch, with a reason noted if required. See Review the money above.

Change estimate lines in bulk

Filter to analyse further

Analyse your estimate lines further using pre-set filters.

Learn more

Filters are available to analyse your estimate lines further by Asset Type, Dispatch Fault, Network Owner Account Code, Programme Category, or Task Type.

Use fitlers to analyse estimate lines further