How do I delete estimates?

Remove estimates that are not connected to a permit.

An estimate is a tentative judgment of the approximate value. When you use Community Development to estimate a permit, the application saves the estimate and all of the information that you used to create the estimate in a file. You can clean up the database by deleting estimates that are not connected to a permit.

Before you get started

Back up the database, see the help topic titled How do I back up the database?

Deleting estimates

1. Open Connect Community Development > Organization > Delete Estimates.

2. Enter the Delete Estimates Prior To.

This date calculates based on the setting in the Organization table. However, you can enter a different date. To change way the date calculates, edit the number stored in the Keep x Months of Estimates field in Organization > Organization.

Is the Delete Estimates Prior To correct?

Yes, the date is correct. Continue to the next step.
No, the date is NOT correct. Click on the Delete Estimates Prior To field and enter a different date. Remember, the routine will delete all of the estimates with a transaction date that occurs on or before the Delete Estimates Prior To field.

3. Click GO (CTRL+G).

The estimates are deleted.