Compliance Tab
The compliance results and comments in the Compliance Tab show any warnings/failures found when checking the estimate against compliance rules in Mitchell Cloud Estimating.
How to
View Compliance Lines
- On the Review Estimate page, select the Compliance tab.
- Select the Profile to view the Compliance Profile and rules the estimate was checked against.
Annotate Estimate Compliance Lines
-
Navigate to the Review Estimate page.
- Select the Compliance tab from the tabs to the right of the estimate view.
- Scroll to view the list of compliance warnings/failures.
- If applicable, select the list above the line item to change its label (e.g. Comment, Warning, Error, Ignore).
- Select Edit Comment to edit the compliance comments that apply to the estimate as a whole.
- Select + Comment on a line item to view the compliance comments associated with that item.
- Select + Reviewer Comments to add your comments on the line item's compliance.
Related topics