Fidrel

Estimate control

Construction estimate revisions and comparison after approval

Once an estimate is approved, it is the budget, and nobody should be able to quietly edit it. Real projects still change: a new scope, a re-bid, a corrected quantity. Fidrel handles that with revisions that supersede the baseline on the record, and a comparison that shows what differs between two estimates. This page covers that routine from the cost manager’s chair.

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The estimate in Fidrel on a laptop, tablet and phone, with groups, items, quantities and unit prices

Why approved estimates get edited anyway

The only copy is the live one

If the approved estimate is the file everyone edits, the original number is gone as soon as someone fixes a line. When the owner asks what changed since approval, the answer is a guess.

Revisions without reasons

A new version arrives named final-v7. The total is different, but nobody wrote down why, who accepted it or what the budget was before.

Approved changes lost in the swap

The project has already approved change orders on top of the original budget. A revised estimate that ignores them double-counts or erases them, and the cost report no longer ties out.

Approved means locked

An approved estimate is locked, and the page tells you to change the budget through change orders or budget adjustments, or to create a revision. There is one approved baseline estimate at a time. When a revision is approved, the previous baseline becomes Superseded and can no longer be changed. Every item needs a price before an estimate can be approved.

Cost estimation
The history of an approved estimate in Fidrel, with each approval, the budget before and after, who approved it and when

What approving a revision shows you

Before you confirm, Fidrel shows the current budget today, the new current budget and the original budget, which stays unchanged. If the project already has approved change orders and budget adjustments, you choose between keeping them on top of the new estimate and treating the new estimate as already including them. Items removed from the estimate that have invoices or commitments keep their costs: the budget of the item changes and the costs remain. You tick that you understand the previous baseline will be superseded and by how much the budget changes.

An approved baseline estimate in Fidrel, locked and used as the original budget

How to revise and compare in Fidrel

  1. Step 1

    Create the revision

    On the approved baseline estimate choose Create revision. You get an editable copy numbered Rev 1, Rev 2 and so on, while the approved one stays locked. Change lines, quantities and prices in the copy.

  2. Step 2

    Submit it for review

    Choose Submit for review. The reviewer can approve it or return it to draft, and a return needs a comment for the person who prepared the estimate.

  3. Step 3

    Approve with a reason, then compare

    Approving a revision shows the current budget today, the new current budget and the number of items changed, added and removed, and asks for a reason. Use Compare with another estimate at any time for a line-by-line check.

History: who, when, before and after

The estimate history lists each event: created, submitted for review, returned to draft, approved and superseded. An approval shows the budget before and after as an arrow, who approved it and when, and the reason that was entered. That is the answer to what changed since approval, without depending on anyone’s memory.

Comparing two estimates

Compare with another estimate opens a view of the open estimate beside the one you choose, with quantity times unit price and the amount on each side and the difference per line. Lines found in only one of them are listed as Only in this one and Only in the chosen one, and Differences only hides the lines that match. If nothing differs, the view says that the items are the same in both estimates. You can compare any two estimates in the project, such as a baseline and its revision, an alternate or a working estimate.

What revisions in Fidrel do not do

Approving a revision cannot be undone, although everything stays in the history. The comparison shows quantity, unit price and amount per line but does not explain why a line changed, which is what the reason on the revision is for. Approval happens inside Fidrel by someone with approval rights, with no e-signature.

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Estimate control

Frequently asked questions

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Not in place. An approved estimate is locked, so you create a revision, change that and approve it as the new baseline. The earlier baseline stays in the history as Superseded.