Skip to main content
Question

Overall Tree View in Estimate Cloud


Forum|alt.badge.img+9

We are currently upgrading from Apps10 to Cloud and we use Estimate in Apps10.

Looking at Estimate in Cloud - we can’t find the Estimate tree level view.  We use this view to move items in and out of structures in the same estimate.

Where is the overall tree view?  Does it still exist in Cloud?

Estimate Tree View in Apps10
Same Estimate in Cloud - only list and card view

 

3 replies

Abdul
Superhero (Partner)
Forum|alt.badge.img+12
  • Superhero (Partner)
  • 241 replies
  • April 16, 2025

Hi ​@jhooperyan,

Yes, overall tree is available in IFS Cloud as well. Please refer Estimate Item screen for complete tree view.

 

 The option is there to navigate to the Estimate Item screen from the Estimate screen as well.

 

 

Regards

Abdul Rehman


Forum|alt.badge.img+9
  • Author
  • Sidekick (Customer)
  • 66 replies
  • April 16, 2025

@Abdul  - I’m only finding a tree view for specific items.  We are looking for the same view we have in Apps10 where we can move components between items.

 

All items - but not a tree view where we can move components

 


Abdul
Superhero (Partner)
Forum|alt.badge.img+12
  • Superhero (Partner)
  • 241 replies
  • April 17, 2025

@jhooperyan, the exact Apps10 replica is not available in the IFS Cloud, where the system adds all items under a parent estimate ID automatically, however, business users can configure the estimate tree similarly to Apps10, i.e., create an imaginary top item as a parent and then add all actual estimate items underneath. 

Option is there in the Estimate Item screen to move components between different items. Please refer to the screenshots below.

 In addition to the Copy and Paste functionality, drag and drop option between different items nodes also works.

 

Regards

Abdul Rehman


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings