Clicking the Estimating menu link will directly open the Requestor and Estimator List screen.
Alternatively, hover a mouse pointer over the Estimating menu link to display its drop-down menu.
Click Requestor/Estimator List
to open the Requestor and Estimator List screen.
The Employee ID, Last Name, First Name, Phone, and Email text boxes are mandatory fields. The employee ID cannot be edited after the record is saved. Requestor, estimator, administrator, or requestor and estimator also cannot be deleted. However, user can set their records to have an inactive status.
From the Requestor and Estimator List screen, select Requestor, Estimator, Administrator, or Requestor & Estimator option from the Type drop-down list.
Select an organization from the Organization drop-down list.
Enter a Track user name into the Track User Name text box.
Remember that the employee ID cannot be edited after the record is saved. Enter an employee ID into the Employee ID text box.
Enter a last name, first name, and middle initial into the Last Name, First Name, and MI text boxes.
The Active checkbox is selected by default. Proceed to the next step.
Enter a location into the Location text box.
Enter a phone number and e-mail into the Phone and Email text boxes.
Click Save to save and display the information in the Requestor or Estimator Listing. The type of record is displayed under the Type column.
From the Requestor and Estimator Listing, click the Edit on a line item to enable to drop-down lists, text boxes, and Active checkbox.
Deselect the Active checkbox to assign an inactive status.
Make the changes to other selections. Remember that the Employee ID, Last Name, First Name, Phone, and Email text boxes are mandatory fields.
Click Save to save the modifications. Otherwise, click Reset to cancel the modifications.