{"id":158490,"date":"2026-11-08T10:14:13","date_gmt":"2026-11-08T10:14:13","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/approve-construction-cost-sheet-confirmation-message\/"},"modified":"2026-11-15T13:37:29","modified_gmt":"2026-11-15T13:37:29","slug":"approve-construction-cost-sheet-confirmation-message","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/approve-construction-cost-sheet-confirmation-message\/","title":{"rendered":"Approving a Construction Cost Sheet and the Approval Confirmation Message"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin:0 0 14px;line-height:1.9;font-size:16px;color:#1f2430;\">Approving a Cost Sheet locks in the pricing, and if the sheet has an approved or issued Quotation, changes to the sheet are reflected in that Quotation. For this reason, the confirmation message states the number of the Quotation that will be affected, so you know what will change before you approve.<\/p>\n<div style=\"background:#f6f8fb;border:1px solid #e5e7eb;border-radius:8px;padding:12px 16px;margin:0 0 20px;font-size:15px;line-height:1.8;\">\n<div style=\"display:flex;gap:8px;padding:4px 0;\"><span style=\"min-width:120px;color:#6b7280;\">Required permissions<\/span><span style=\"color:#1f2430;\"><strong style=\"color:#111827;\">Approve &amp; Reject Cost Sheets<\/strong><\/span><\/div>\n<div style=\"display:flex;gap:8px;padding:4px 0;\"><span style=\"min-width:120px;color:#6b7280;\">How to access<\/span><span style=\"color:#1f2430;\"><a style=\"color:#1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/entity\/construction_cost_sheet\/list\" target=\"_blank\" rel=\"noopener\"><strong style=\"color:#1a56db;\">Cost Sheets<\/strong><\/a> > open the sheet > <strong style=\"color:#111827;\">Approve<\/strong><\/span><\/div>\n<\/div>\n<div style=\"border:1px solid #e5e7eb;border-radius:8px;padding:12px 16px;margin:0 0 20px;\">\n<p style=\"margin:0 0 6px;font-weight:700;color:#111827;\">Table of Contents<\/p>\n<ol style=\"margin:0;padding-left:22px;\">\n<li style=\"margin-bottom:4px;\"><a style=\"color:#1a56db;\" href=\"#when\"><strong style=\"color:#1a56db;\">When does the Approve button appear?<\/strong><\/a><\/li>\n<li style=\"margin-bottom:4px;\"><a style=\"color:#1a56db;\" href=\"#steps\"><strong style=\"color:#1a56db;\">Approval steps<\/strong><\/a><\/li>\n<li style=\"margin-bottom:4px;\"><a style=\"color:#1a56db;\" href=\"#messages\"><strong style=\"color:#1a56db;\">Confirmation messages<\/strong><\/a><\/li>\n<li style=\"margin-bottom:4px;\"><a style=\"color:#1a56db;\" href=\"#statuses\"><strong style=\"color:#1a56db;\">Cost Sheet status transitions<\/strong><\/a><\/li>\n<li style=\"margin-bottom:4px;\"><a style=\"color:#1a56db;\" href=\"#linked\"><strong style=\"color:#1a56db;\">Editing an approved sheet linked to a Quotation or contract<\/strong><\/a><\/li>\n<li style=\"margin-bottom:4px;\"><a style=\"color:#1a56db;\" href=\"#why-not-visible\"><strong style=\"color:#1a56db;\">Why doesn&#8217;t the Approve button appear for a user?<\/strong><\/a><\/li>\n<li style=\"margin-bottom:4px;\"><a style=\"color:#1a56db;\" href=\"#errors\"><strong style=\"color:#1a56db;\">Error messages and solutions<\/strong><\/a><\/li>\n<li style=\"margin-bottom:4px;\"><a style=\"color:#1a56db;\" href=\"#faq\"><strong style=\"color:#1a56db;\">Frequently asked questions<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n<h2 id=\"when\" style=\"font-size:22px;font-weight:700;color:#111827;margin:32px 0 14px;padding-bottom:8px;border-bottom:2px solid #eef0f3;\">When does the Approve button appear?<\/h2>\n<ul style=\"margin:0 0 16px;padding-left:26px;\">\n<li style=\"margin-bottom:10px;line-height:1.9;font-size:16px;color:#1f2430;\">The sheet&#8217;s status is <strong style=\"color:#111827;\">Issued<\/strong>.<\/li>\n<li style=\"margin-bottom:10px;line-height:1.9;font-size:16px;color:#1f2430;\">You have the <strong style=\"color:#111827;\">Approve &amp; Reject Cost Sheets<\/strong> permission.<\/li>\n<li style=\"margin-bottom:10px;line-height:1.9;font-size:16px;color:#1f2430;\">The button appears in the header of the sheet page with the status buttons; for <strong style=\"color:#111827;\">Reject<\/strong>, go to the actions bar.<\/li>\n<\/ul>\n<h2 id=\"steps\" style=\"font-size:22px;font-weight:700;color:#111827;margin:32px 0 14px;padding-bottom:8px;border-bottom:2px solid #eef0f3;\">Approval steps<\/h2>\n<ol style=\"margin:0 0 16px;padding-left:26px;\">\n<li style=\"margin-bottom:10px;line-height:1.9;font-size:16px;color:#1f2430;\">Open the issued sheet and click <strong style=\"color:#111827;\">Approve<\/strong>.<\/li>\n<li style=\"margin-bottom:10px;line-height:1.9;font-size:16px;color:#1f2430;\">Read the confirmation message (see the table below).<\/li>\n<li style=\"margin-bottom:10px;line-height:1.9;font-size:16px;color:#1f2430;\">Click <strong style=\"color:#111827;\">Yes<\/strong> to approve, or <strong style=\"color:#111827;\">No<\/strong> to go back.<\/li>\n<\/ol>\n<h2 id=\"messages\" style=\"font-size:22px;font-weight:700;color:#111827;margin:32px 0 14px;padding-bottom:8px;border-bottom:2px solid #eef0f3;\">Confirmation messages<\/h2>\n<table style=\"width:100%;border-collapse:collapse;margin:0 0 18px;\">\n<tr>\n<th style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;background:#f6f8fb;font-weight:700;\">Status<\/th>\n<th style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;background:#f6f8fb;font-weight:700;\">Message<\/th>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\">The sheet has a Quotation with the status <strong style=\"color:#111827;\">approved<\/strong> or <strong style=\"color:#111827;\">Issued<\/strong><\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">The changes in the Cost Sheet will be reflected in Quotation #(number). Are you sure you want to continue?<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\">There is no Quotation, or the Quotation has another status<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">Are you sure you want to approve Cost Sheet #(number)?<\/strong><\/td>\n<\/tr>\n<\/table>\n<h2 id=\"statuses\" style=\"font-size:22px;font-weight:700;color:#111827;margin:32px 0 14px;padding-bottom:8px;border-bottom:2px solid #eef0f3;\">Cost Sheet status transitions<\/h2>\n<table style=\"width:100%;border-collapse:collapse;margin:0 0 18px;\">\n<tr>\n<th style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;background:#f6f8fb;font-weight:700;\">Current Status<\/th>\n<th style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;background:#f6f8fb;font-weight:700;\">Button<\/th>\n<th style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;background:#f6f8fb;font-weight:700;\">New status<\/th>\n<th style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;background:#f6f8fb;font-weight:700;\">Permission<\/th>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">Draft<\/strong><\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\">Issue<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">Issued<\/strong><\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">Add Cost Sheets<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">Issued<\/strong><\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\">Set as Draft<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">Draft<\/strong><\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\">Edit Cost Sheets<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">Issued<\/strong><\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">Approve<\/strong><\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">Approved<\/strong><\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">Approve &amp; Reject Cost Sheets<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">Issued<\/strong><\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">Reject<\/strong> (actions bar)<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">Rejected<\/strong><\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">Approve &amp; Reject Cost Sheets<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">Approved<\/strong><\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\">Link its Quotation to a contract<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">Linked to a contract<\/strong><\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\">Automatic<\/td>\n<\/tr>\n<\/table>\n<h2 id=\"linked\" style=\"font-size:22px;font-weight:700;color:#111827;margin:32px 0 14px;padding-bottom:8px;border-bottom:2px solid #eef0f3;\">Editing an approved sheet linked to a Quotation or contract<\/h2>\n<ul style=\"margin:0 0 16px;padding-left:26px;\">\n<li style=\"margin-bottom:10px;line-height:1.9;font-size:16px;color:#1f2430;\">When you delete a sheet linked to a Quotation, this message appears: <strong style=\"color:#111827;\">Cost Sheet #(number) is approved and linked to Quotation #(number). Are you sure you want to continue?<\/strong><\/li>\n<li style=\"margin-bottom:10px;line-height:1.9;font-size:16px;color:#1f2430;\">If the sheet is linked to a contract, it cannot be deleted, and editing it affects only the Project budget and does not change the contract or the Quotation.<\/li>\n<li style=\"margin-bottom:10px;line-height:1.9;font-size:16px;color:#1f2430;\">All sheet edits and status changes are recorded in the <strong style=\"color:#111827;\">Activity Log<\/strong> with the user and the time.<\/li>\n<\/ul>\n<h2 id=\"why-not-visible\" style=\"font-size:22px;font-weight:700;color:#111827;margin:32px 0 14px;padding-bottom:8px;border-bottom:2px solid #eef0f3;\">Why doesn&#8217;t the Approve button appear for a user?<\/h2>\n<table style=\"width:100%;border-collapse:collapse;margin:0 0 18px;\">\n<tr>\n<th style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;background:#f6f8fb;font-weight:700;\">Reason<\/th>\n<th style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;background:#f6f8fb;font-weight:700;\">Solution<\/th>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\">The sheet is a <strong style=\"color:#111827;\">Draft<\/strong>.<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\">Issue it first.<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\">The sheet is <strong style=\"color:#111827;\">approved<\/strong>, <strong style=\"color:#111827;\">linked to a contract<\/strong>, or <strong style=\"color:#111827;\">Rejected<\/strong>.<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\">It cannot be approved again.<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\">The user does not have <strong style=\"color:#111827;\">Approve &amp; Reject Cost Sheets<\/strong>.<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\">Add it from <a style=\"color:#1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/roles\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color:#1a56db;\">Roles<\/strong><\/a>.<\/td>\n<\/tr>\n<\/table>\n<h2 id=\"errors\" style=\"font-size:22px;font-weight:700;color:#111827;margin:32px 0 14px;padding-bottom:8px;border-bottom:2px solid #eef0f3;\">Error messages and solutions<\/h2>\n<table style=\"width:100%;border-collapse:collapse;margin:0 0 18px;\">\n<tr>\n<th style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;background:#f6f8fb;font-weight:700;\">Message<\/th>\n<th style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;background:#f6f8fb;font-weight:700;\">Reason<\/th>\n<th style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;background:#f6f8fb;font-weight:700;\">Solution<\/th>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">Cost Sheets linked to a contract cannot be deleted.<\/strong><\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\">You tried to delete a sheet whose status is linked to a contract.<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\">It cannot be deleted; the sheet is part of an existing contract.<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\"><strong style=\"color:#111827;\">A Rejected Cost Sheet cannot be edited. You can clone it instead.<\/strong><\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\">You tried to edit a Rejected sheet.<\/td>\n<td style=\"border:1px solid #e5e7eb;padding:10px 12px;text-align:left;vertical-align:top;\">Use <strong style=\"color:#111827;\">Clone<\/strong>.<\/td>\n<\/tr>\n<\/table>\n<h2 id=\"faq\" style=\"font-size:22px;font-weight:700;color:#111827;margin:32px 0 14px;padding-bottom:8px;border-bottom:2px solid #eef0f3;\">Frequently asked questions<\/h2>\n<h3 style=\"font-size:18px;font-weight:700;color:#111827;margin:24px 0 10px;\">Why doesn&#8217;t the Approve button appear?<\/h3>\n<p style=\"margin:0 0 14px;line-height:1.9;font-size:16px;color:#1f2430;\">Because the sheet is not <strong style=\"color:#111827;\">Issued<\/strong> or you do not have <strong style=\"color:#111827;\">Approve &amp; Reject Cost Sheets<\/strong>.<\/p>\n<h3 style=\"font-size:18px;font-weight:700;color:#111827;margin:24px 0 10px;\">Does a Rejected Quotation change when the sheet is approved?<\/h3>\n<p style=\"margin:0 0 14px;line-height:1.9;font-size:16px;color:#1f2430;\">No; the specific message appears only if the Quotation is approved or Issued.<\/p>\n<h3 style=\"font-size:18px;font-weight:700;color:#111827;margin:24px 0 10px;\">Can a Draft sheet be approved?<\/h3>\n<p style=\"margin:0 0 14px;line-height:1.9;font-size:16px;color:#1f2430;\">No, issue it first using the <strong style=\"color:#111827;\">Issue<\/strong> button.<\/p>\n<h3 style=\"font-size:18px;font-weight:700;color:#111827;margin:24px 0 10px;\">Where did the Reject button go?<\/h3>\n<p style=\"margin:0 0 14px;line-height:1.9;font-size:16px;color:#1f2430;\">to the Actions bar before <strong style=\"color:#111827;\">Delete<\/strong>.<\/p>\n<h3 style=\"font-size:18px;font-weight:700;color:#111827;margin:24px 0 10px;\">Does approval create journal entries?<\/h3>\n<p style=\"margin:0 0 14px;line-height:1.9;font-size:16px;color:#1f2430;\">No, changing the status of a Cost Sheet does not create journal entries.<\/p>\n<h3 style=\"font-size:18px;font-weight:700;color:#111827;margin:24px 0 10px;\">Can you cancel an approval?<\/h3>\n<p style=\"margin:0 0 14px;line-height:1.9;font-size:16px;color:#1f2430;\">There is no button to return an approved sheet to Issued.<\/p>\n<h3 style=\"font-size:18px;font-weight:700;color:#111827;margin:24px 0 10px;\">Do the prices in the estimate change as soon as you approve?<\/h3>\n<p style=\"margin:0 0 14px;line-height:1.9;font-size:16px;color:#1f2430;\">Changes to the sheet are reflected in the linked approved or issued Offer, as the Message states.<\/p>\n<\/div>\n","protected":false},"author":39,"featured_media":0,"template":"","categories":[2070,15599,16356],"tags":[],"class_list":["post-158490","tutorial","type-tutorial","status-publish","hentry","category-operations","category-construction","category-cost-sheets"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Approving a Construction Cost Sheet and the Approval Confirmation Message - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/approve-construction-cost-sheet-confirmation-message\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Approving a Construction Cost Sheet and the Approval Confirmation Message - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Approving a Cost Sheet locks in the pricing, and if the sheet has an approved or issued Quotation, changes to the sheet are reflected in that Quotation. For this reason, the confirmation message states the number of the Quotation that will be affected, so you know what will change before you approve. 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For this reason, the confirmation message states the number of the Quotation that will be affected, so you know what will change before you approve. 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