About the Recycle Bin
The Recycle Bin helps protect against accidental data loss and supports administrative review by tracking when an estimate was deleted and which user deleted it.
When you delete an estimate, Estimating moves it to the Recycle Bin instead of removing it immediately. This enables you to review deleted estimates, restore them if needed, or (if you have permission) permanently delete them when you are sure they are no longer required.
You can use the Recycle Bin to:
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Review estimates that were recently deleted
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See when an estimate was deleted and who deleted it
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Restore an estimate that was deleted accidentally
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Permanently delete estimates that are no longer needed
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Review audit information for estimates that have been permanently deleted
The Recycle Bin includes two panes:
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Estimates — Used to review, restore, or permanently remove deleted estimates
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Audit — Used to review audit information for estimates that have been permanently deleted
The Estimates pane
The Estimates tab lists estimates that have been deleted but have not yet been permanently removed.
| Field or button | Description |
|---|---|
| Estimate | The name of the deleted estimate. |
| Estimate ID | The internal identifier for the estimate. |
| Deleted by | The user who deleted the estimate. |
| Deleted on | The date and time the estimate was deleted. |
| [Restore] | This button restores the selected estimate to the active estimates list. |
| [Delete] | This button permanently deletes the selected estimate. |
The Audit pane
The Audit tab provides a record of estimates that have already been permanently deleted. It provides a historical record for reference and administrative tracking. (You cannot restore estimates shown on this tab.)
| Field | Description |
|---|---|
| Estimate | The name of the estimate that was permanently deleted. |
| Estimate ID | The internal identifier for the estimate. |
| Deleted by | The user who permanently deleted the estimate. |
| Deleted on | The date and time the estimate was permanently deleted. |