This release of Aura Estimates features a new view for displaying multiple estimates side by side. Now you can easily compare multiple estimates on a job alongside related financial information.
View multiple estimates
Use the new multi-estimate view to compare up to six columns of estimates and financial information. You can compare estimates on the same scheme in any status except Deleted. The new multi-estimate view is accessed from the Details tab of an open estimate, or by copying an existing estimate into a multiple view. Almost all the tasks performed in single view are also available in the multiple view, including copying, editing, and submitting estimates.
Clean, organized layout. The multiple view layout makes it easy to compare even the most complicated estimates:
- The drag and drop interface lets you quickly build and customize a multiple view.
- Categories and work codes for all selected estimates are displayed on the left side of the page, and each estimate is displayed in its own column on the right.
- The mini-header above each estimate shows the estimate name and number, sequential number, version name initials, and estimate net total. A color-coded bullet lets you see all estimate statuses in the view at a glance.
Display financial information alongside estimates. Add financial columns to the multiple view to compare estimate costs side by side. You can display up to six columns of information in the multiple view (including estimates):
- Actual hours
- Commission rate (%)
Spreadsheet-style editing. When viewing multiple In-progress estimates, you can enter work code amounts and text directly in the multiple view, and add work codes to the multiple view.
Customize your workspace. Add, remove, or change the order of the estimates in the multiple view to suit your preferences. You have several options for showing or hiding work code text, and you can work on the header and footer text for all estimates together in one handy dialog.
Export multiple estimates. Export one or more of the estimates in the multiple view to a single PDF file, with each estimate printed on a separate page.
Other new features
View recent estimates. You can now display a list of links to the last ten estimates you opened in single view. This new option provides a third way to quickly find an estimate, in addition to the search page and the Go to lookup.
More editing options: Change the name or date of an existing estimate in both the single and the multiple view.
Make room to work. When working on an estimate with a lot of work codes, you can now maximize the estimate details over the estimate header.
To get your agency started on Aura, contact your Mediaocean account team.
For a PDF of this release note, click here.