This option allows users to restore a previous version of the Basis of Estimates (BOE), providing flexibility to undo recent changes or recover from errors.
Purpose: To enable users to easily revert the BOE to any prior version of the BOE reducing the risk of data loss and supporting audit trails.
How it works: Users can view a version history of the BOE and select a specific version to restore. Confirmation is required before making the change effective.
Access: The revert feature is available to users with appropriate permissions as determined by system administrators.
Use Case/Example:
A proposal estimator accidentally deletes important line items from the BOE. By accessing the version history, they can quickly revert to the last accurate version, minimizing disruption and ensuring proposal continuity.