In this collection
Help & FAQs lessons
Plain answers to common questions about files, generated estimates, review states and reports.
Which files should I upload?
Use the current project information that affects scope or price. Leave out superseded revisions and unrelated correspondence.
Does a generated line mean it is approved?
No. Generated content is working information until a competent reviewer checks the scope, quantity, rate and risk.
When should I regenerate an estimate?
Regenerate after a material document or scope change, then recheck affected lines and totals before issue.
Which report should I send?
Choose the report for the audience. Clients need a clear pricing basis; internal reviewers need the evidence behind it.
Use this checklist
- Check the current file revision
- Look at the review status before acting
- Confirm whether the answer affects issued work
- Contact support when the result remains unclear