How to Upload a Scope to ENData

Steps:

• Navigate to the relevant estimate.

• At the bottom of the screen, select Lock.

• Once locked, you'll have the option to either Upload to ENData or Submit as Quoted.

• Selecting Submit as Quoted saves the estimate within Loop only, it will not sync to ENData.

• Selecting Upload to ENData syncs the scope with ENData.
• A box will appear asking you to confirm this action, warning that it will overwrite any existing scope. Select Upload Scope to confirm.

• The scope is now uploaded to ENData, and the estimate's status updates to Quoted.
• Once the scope has been submitted to ENData, log in to your ENData portal and, in the relevant job, click Scope Completed.
• The scope can then be left with your client to review and authorise. Once they've authorised the scope, you'll be notified via an email or a communication in Loop.

• Navigate back to the relevant estimate in Loop and select Authorise All Items to authorise the line items on your end.

FAQ

What's the difference between Submit as Quoted and Upload to ENData? Submit as Quoted saves the estimate in Loop only. Upload to ENData syncs the scope with the ENData portal so your client can review it there.

Does uploading a scope overwrite anything? Yes, uploading a scope to ENData will overwrite any existing scope already there, so Loop asks you to confirm before proceeding.

Do I need to lock the estimate first? Yes, the Upload to ENData and Submit as Quoted options only appear once the estimate has been locked.

How do I know when my client has authorised the scope? You'll be notified via an email or a communication in Loop once the client has authorised the scope in the ENData portal.