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Sidebar

The sidebar is always present and provides options that apply to the application globally. It can be fully displayed by hovering over it.

1. List of Estimates

Displays the list of all estimations created (see Estimation List).

2. New Estimate

Creates an estimation even if the user is not using the CRM. All fields are mandatory.

In order to create a new estimation, the following information is required:

  • Reference Code
  • Unique ID
  • Project Name
  • Budget Type
  • Project Manager
  • Project Template Name

This feature and required fields are subject to change in the future.

3. Settings

Options that are applied globally to the application. Their use is reserved to administrators only.

4. Sign Out

Logs the user out of their account.