After creating an estimate header, the EcoSys user may update the data in the template.
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EcoSys administrators only – can access the EST – Default Project (Do not Delete project).
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Update the EST - Default Estimate Project template to modify the estimate template for projects which are created by running the Create Estimate Project action.
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To establish enterprise default values for all projects, you must apply defaults to all estimate templates, including the EST – Default Project (Do not Delete) template.
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Navigate to Admin > Estimates Admin > Estimate Template Setup.
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In the Estimate Register panel, click the Template ID hyperlink.