Approving Quotes

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  1. Create jobs
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  4. Approve quotes
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The initiator reviews the schedule and budget estimate and decides whether to approve the quote.

Approving quotes does not apply to jobs that are pre-approved or automatically dispatched.

You receive two notifications:

  1. One with the cost center or PO
  2. One with the approval

Check with the client if you receive only the cost center, and not the approval.

To approve a quote:

  1. Open GlobalSight
  2. Enter your Project Manager user name and password and then click Login
  3. Click My Jobs in the top menu or under Common
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  4. Set the Status to Ready and click Search. Some jobs can also be in Pending status
  5. Click the Job Name
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  6. Click Costs and review the Job Cost details
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  7. Click Comments and check for any extra information. Detailed quotes or purchase order PDFs may also have been attached
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  8. Click Costs
  9. Enter the PO Number or Cost Center and click Save. You can also enter your initials if the job is approved
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  10. Click OK when prompted
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  11. Select Approve Quote and click Confirm Approved
  12. Click OK when prompted
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The dot changes from red to green.

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The approval is forwarded to the Project Manager. Contact your Project Manager if the quote is not approved. The job request can be held until approval or discarded.