You can implement pricing changes in Advanced Precision Estimating in two general ways:

1. Implementing gradual change in the original version of your catalog. If you need to modify pricing information on a regular basis this may be your best approach.

2. Using definitive catalog versioning for monthly/quarterly/yearly pricing changes. If your organization only modifies prices at certain points in your fiscal year it may be beneficial to use a versioning approach instead. Lets say for example you need to keep pricing information for 2001, but you have to implement pricing for 2002. By selecting Actions, Copy Item from the Catalogs view you can copy the catalog and all item information. Rename the new catalog to 2002 and implement the pricing changes.

Depending on your business needs, you may wish to implement a combination of both approaches.

Implementing estimate change control

Estimate versioning is made simple in Advanced Precision Estimating. When a modification needs to be made, but you do not wish to change the original estimate you can copy the estimate by choosing Actions, Copy Item. Rename the estimate's reference number and make the necessary modifications.

Finding Estimates quickly

It may be beneficial to set up a standard naming convention for reference numbers in estimates and use the Find features of the software. You can also use this standard naming convention for estimate versions (such as I-111-1 where the last 1 would represent a version number) and use it to bring back all versions by entering I-111-* in the Find box.