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How to delete an estimate?
How to delete an estimate?
Corrie Hermans-Webster avatar
Written by Corrie Hermans-Webster
Updated over a week ago

As you know, the Rodeo workflow starts with the budget.

From the budget, you can copy straight over to an estimate with one click in the top-right corner of the screen: copy estimate.

At first, the estimate will be a draft, and will be visible in the estimate overview.

If an estimate is incorrect, it can be deleted.

To do this, start by going to estimates in the left-hand menu. Then, look up the estimate you are looking for. This can be done via the (search) filter.

Once you have found the correct estimate, select the edit button. In the window, select delete.

If you wish to continue with the estimate, you can choose to edit it.

Note: It is only possible to remove an estimate from a project that has not been closed.

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