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.
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.
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.
Review the job
You can review the details of the jobs in the grid. Review them individually or as a group.
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.
Export to Excel
You can export the estimate grid to Excel.
To use the information in the estimate grid in other software, press Export.
When the download is complete, open the file in Excel.
Bulk Change Estimate Status
You can select all the jobs in the grid, or only specific ones, to present or accept in bulk.
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.
Filter to analyse further
Analyse your estimate lines further using pre-set filters.
Filters are available to analyse your estimate lines further by Asset Type, Dispatch Fault, Network Owner Account Code, Programme Category, or Task Type.