View and Annotate Estimate Compliance

The compliance results and comments show any warnings/failures found when checking the estimate against compliance rules in Mitchell Cloud Estimating. Compliance failures are listed by estimate line.

How to

  1. Navigate to the details page of the desired estimate.
  2. From the claim navigation pane, select Estimate > Compliance.

  3. View the compliance results on the page.

  1. Navigate to the Review Estimate page.

  2. Select the Compliance tab from the tabs to the right of the estimate view.

  3. Scroll to view the list of compliance warnings/failures.
  4. If applicable, select the list above the line item to change its label (e.g. Comment, Warning, Error, Ignore).

  5. Select Edit Comment to edit the compliance comments that apply to the estimate as a whole.

  6. Select + Comment on a line item to view the compliance comments associated with that item.
  7. Select + Reviewer Comments to add your comments on the line item's compliance.
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