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Home > ARMS Tutorials > Client “action” on an Individual Tactical Estimate

Client “action” on an Individual Tactical Estimate

February 26, 2014

This video will show you how to take an action on a tactical estimate. If the Agency submitter selects you as the Project Owner, you will receive an email alerting you to the fact that you have a tactical estimate waiting for you in ARMS. Log in and you will see a list of all your “Pending” tactical estimates.[VIDEO]

  • This list defaults to Pending Project Estimates.
  • If you are looking for an estimate other than Pending…..
  • Select a specific project by using the Lookup Project link, or select the appropriate Status (All, Pending, Approved, Not Approved), Click Show
  • Click on the View Details link to view the Project Estimate/Creative Brief. You can print this form or save it as a PDF file.
  • There may be a PDF file attached in the Additional Info section. Click Additional info.
  • If you are the Approver for a Pending Estimate, radio buttons will appear when you click view details.
  • Take the appropriate action. Add in any comments and /or cc email addresses (separated by a comma).
  • An email will be sent to your Agency submitter (and cc’s). Your action will be databased in ARMS.

Filed Under: ARMS Tutorials Tagged With: Client Users

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Add transparency to your agency relationships. Our systems track annual/individual tactics (role/person, budget/actual, cost/hours) & compare to industry norms.

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Ocean City, MD 21842
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