{"id":1152,"date":"2017-09-07T14:24:01","date_gmt":"2017-09-07T14:24:01","guid":{"rendered":"http:\/\/heavybid.ewksol.com\/?p=1152"},"modified":"2020-10-16T15:34:50","modified_gmt":"2020-10-16T15:34:50","slug":"milestones-in-audit-trail-make-a-backup","status":"publish","type":"post","link":"https:\/\/heavybid.ewksol.com\/index.php\/2017\/09\/07\/milestones-in-audit-trail-make-a-backup\/","title":{"rendered":"Milestones in Audit Trail &#8211; Make a Milestone Backup"},"content":{"rendered":"<p>The Audit Trail (Comp Version Only) allows setting of a milestone. First if you have a the Comprehensive Version of HeavyBid and don&#8217;t know what the Audit Trail is then <em>call HCSS Tech Support<\/em> and have them show you how to turn it on. <span style=\"color: #0000ff;\"><em>Highly recommended and you should be using it<\/em><\/span>. A milestone takes a snapshot so to speak of the audit trail. A milestone calculates all the subtotals and a report of all changes from that milestone is available. For example when a formal estimate review is complete then set a milestone called &#8220;Final Review&#8221;. \u00a0Now you track all revisions after the final review and get a detailed report what exactly was changed. Very cool. Now create a milestone at the end of every day a week before the bid is due. So here is my suggestion. For every Milestone create a manual backup. Now if you want to see more detail of the estimate at one of the milestones just create a new estimate from the milestone backup. This can be huge when you are working on a large and complicated estimate and takes only a few seconds. When you make a backup, name it the same as the Milestone and HeavyBid allows you to do this. \u00a0You can create a separate folder if you really want to be organized so the milestones are all in one place. \u00a0So when you want to record a significant event in the estimate, set a milestone and create a backup.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1154\" src=\"http:\/\/heavybid.ewksol.com\/wp-content\/uploads\/2017\/09\/Image-Milestone.png\" alt=\"\" width=\"1805\" height=\"859\" srcset=\"https:\/\/heavybid.ewksol.com\/wp-content\/uploads\/2017\/09\/Image-Milestone.png 1805w, https:\/\/heavybid.ewksol.com\/wp-content\/uploads\/2017\/09\/Image-Milestone-300x143.png 300w, https:\/\/heavybid.ewksol.com\/wp-content\/uploads\/2017\/09\/Image-Milestone-768x365.png 768w, https:\/\/heavybid.ewksol.com\/wp-content\/uploads\/2017\/09\/Image-Milestone-1024x487.png 1024w, https:\/\/heavybid.ewksol.com\/wp-content\/uploads\/2017\/09\/Image-Milestone-1200x571.png 1200w\" sizes=\"auto, (max-width: 1805px) 100vw, 1805px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Audit Trail (Comp Version Only) allows setting of a milestone. First if you have a the Comprehensive Version of HeavyBid and don&#8217;t know what the Audit Trail is then call HCSS Tech Support and have them show you how to turn it on. Highly&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9,18,1],"tags":[],"class_list":["post-1152","post","type-post","status-publish","format-standard","hentry","category-joint-ventures","category-try-new-things","category-uncategorized"],"brizy_media":[],"_links":{"self":[{"href":"https:\/\/heavybid.ewksol.com\/index.php\/wp-json\/wp\/v2\/posts\/1152","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/heavybid.ewksol.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/heavybid.ewksol.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/heavybid.ewksol.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/heavybid.ewksol.com\/index.php\/wp-json\/wp\/v2\/comments?post=1152"}],"version-history":[{"count":4,"href":"https:\/\/heavybid.ewksol.com\/index.php\/wp-json\/wp\/v2\/posts\/1152\/revisions"}],"predecessor-version":[{"id":1157,"href":"https:\/\/heavybid.ewksol.com\/index.php\/wp-json\/wp\/v2\/posts\/1152\/revisions\/1157"}],"wp:attachment":[{"href":"https:\/\/heavybid.ewksol.com\/index.php\/wp-json\/wp\/v2\/media?parent=1152"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/heavybid.ewksol.com\/index.php\/wp-json\/wp\/v2\/categories?post=1152"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/heavybid.ewksol.com\/index.php\/wp-json\/wp\/v2\/tags?post=1152"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}