Services Estimator Data Dictionary

Estimate_Financial_Summary__c

Label: Estimate Financial Summary

Stores the financial summaries of an estimate or estimate product instance.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
Billable_Expense_Amount_Est_Curr__c Billable Expense Amount (Est Curr) Spring 2025 The total billable expense amount of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate.

Number(18,4) false
Billable_Expense_Amount__c Billable Expense Amount Spring 2025 The total billable expense amount of the associated estimate product or independent records in the Financial Summary.

Currency(18,4) false
Contingency_Revenue_Estimate_Currency__c Contingency Revenue (Estimate Currency) Spring 2025 The total contingency revenue of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate.

Number(18,4) false
Contingency_Revenue__c Contingency Revenue Spring 2025 The total contingency revenue of the associated estimate product or independent records in the Financial Summary.

Currency(18,4) false
EVLI_Cost_Estimate_Currency__c EVLI Cost (Estimate Currency) Spring 2025 The total EVLI cost of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate.

Number(18,4) false
EVLI_Revenue_Estimate_Currency__c EVLI Revenue (Estimate Currency) Spring 2025 The total EVLI revenue of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate.

Number(18,4) false
End_Date__c End Date Spring 2025 The end date of the record displayed in the Financial Summary.

Formula:
Time_Period__r.pse__End_Date__c
Date false
Estimate_Product_Instance__c Estimate Product Instance Spring 2025 The estimate product instance that relates to the Financial Summary.

Looks up to: Estimate_Product_Instance__c
Lookup false
Estimate_Vendor_Line_Item_Cost__c Estimate Vendor Line Item Cost Spring 2025 The total EVLI cost of the associated estimate product or independent records in the Financial Summary.

Currency(18,4) false
Estimate_Vendor_Line_Item_Revenue__c Estimate Vendor Line Item Revenue Spring 2025 The total EVLI revenue of the associated estimate product or independent records in the Financial Summary.

Currency(18,4) false
Estimate__c Estimate Spring 2025 The estimate that relates to the Financial Summary.

Looks up to: Estimate__c
MasterDetail
Labor_Cost_Estimate_Currency__c Labor Cost (Estimate Currency) Spring 2025 The total labor cost of role requests of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate.

Number(18,4) false
Labor_Cost__c Labor Cost Spring 2025 The total labor cost of role requests of the associated estimate product or independent records in the Financial Summary.

Currency(18,4) false
Labor_Revenue_Estimate_Currency__c Labor Revenue (Estimate Currency) Spring 2025 The total labor revenue of role requests of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate.

Number(18,4) false
Labor_Revenue__c Labor Revenue Spring 2025 The total labor revenue of role requests of the associated estimate product or independent records in the Financial Summary.

Currency(18,4) false
Non_Billable_Expense_Cost_Est_Curr__c Non-Billable Expense Cost (Est Curr) Spring 2025 The total non-billable expense cost of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate.

Number(18,4) false
Non_Billable_Expense_Cost__c Non-Billable Expense Cost Spring 2025 The total non-billable expense cost of the associated estimate product or independent records in the Financial Summary.

Currency(18,4) false
Non_Labor_Cost_Estimate_Currency__c Non-Labor Cost (Estimate Currency) Spring 2025 The total non-labor cost of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate.

Formula:
EVLI_Cost_Estimate_Currency__c + Non_Billable_Expense_Cost_Est_Curr__c + Services_Product_Cost_Estimate_Currency__c
Number(18,4) false
Non_Labor_Cost__c Non-Labor Cost Spring 2025 The total non-labor cost of the associated estimate product or independent records in the Financial Summary.

Formula:
Estimate_Vendor_Line_Item_Cost__c + Non_Billable_Expense_Cost__c + Services_Product_Cost__c
Currency(18,4) false
Non_Labor_Revenue_Estimate_Currency__c Non-Labor Revenue (Estimate Currency) Spring 2025 The total non-labor revenue of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate.

Formula:
EVLI_Revenue_Estimate_Currency__c + Services_Product_Revenue_Est_Curr__c + Contingency_Revenue_Estimate_Currency__c
Number(18,4) false
Non_Labor_Revenue__c Non-Labor Revenue Spring 2025 The total non-labor revenue of the associated estimate product or independent records in the Financial Summary.

Formula:
Estimate_Vendor_Line_Item_Revenue__c + Services_Product_Revenue__c + Contingency_Revenue__c
Currency(18,4) false
Services_Product_Cost_Estimate_Currency__c Services Product Cost (Est Currency) Spring 2025 The total services product cost of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate.

Number(18,4) false
Services_Product_Cost__c Services Product Cost Spring 2025 The total services product cost of the associated estimate product or independent records in the Financial Summary.

Currency(18,4) false
Services_Product_Revenue_Est_Curr__c Services Product Revenue (Est Curr) Spring 2025 The total services product revenue of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate.

Number(18,4) false
Services_Product_Revenue__c Services Product Revenue Spring 2025 The total services product revenue of the associated estimate product or independent records in the Financial Summary.

Currency(18,4) false
Start_Date__c Start Date Spring 2025 The start date of the record displayed in the Financial Summary.

Formula:
Time_Period__r.pse__Start_Date__c
Date false
Summary_Type__c Summary Type Spring 2025 The type of Financial Summary being created.

Picklist:
Summarize Independent Records or Products
Summarize Whole Estimate
false
Time_Period__c Time Period Spring 2025 Lookup to the time period set on the Financial Summary.

Looks up to: pse__Time_Period__c

Lookup false
Total_Cost_Estimate_Currency__c Total Cost (Estimate Currency) Spring 2025 The total cost of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate.

Formula:
Labor_Cost_Estimate_Currency__c + Non_Labor_Cost_Estimate_Currency__c
Number(18,4) false
Total_Cost__c Total Cost Spring 2025 The total cost of the associated estimate product or independent records in the Financial Summary.

Formula:
Labor_Cost__c + Non_Labor_Cost__c
Currency(18,4) false
Total_Hours__c Total Hours Spring 2025 The total number of hours all resources are required to work for the corresponding period, in the Financial Summary.

Number(18,2) false
Total_Margin_Estimate_Currency__c Total Margin (Amount, Estimate Currency) Spring 2025 The difference between the total revenue and total cost, for the associated estimate product or independent records, in the Financial Summary, in the currency of the related estimate.

Formula:
Total_Revenue_Estimate_Currency__c - Total_Cost_Estimate_Currency__c
Number(18,2) false
Total_Margin__c Total Margin (Amount) Spring 2025 The difference between the total revenue and total cost, for the associated estimate product or independent records, in the Financial Summary.

Formula:
Total_Revenue__c - Total_Cost__c
Currency(18,2) false
Total_Percent_Margin__c Total Margin (%) Spring 2025 The margin as a percentage of the total revenue for the associated estimate product or independent records in the Financial Summary.

Formula:
IF(Total_Revenue__c = 0, 0, Total_Margin__c / Total_Revenue__c)
Percent(18,2) false
Total_Pricing_Modifiers_Amount__c Total Pricing Modifiers Amount Spring 2025 The total amount of the pricing modifier records in the Estimate Financial Summary.

Summary
Total_Revenue_Before_Pricing_Modifiers__c Total Revenue Before Pricing Modifiers Spring 2025 The total revenue of this associated estimate product or independent records in the Financial Summary, before pricing modifiers are applied.

Formula:
Labor_Revenue__c + Non_Labor_Revenue__c
Currency(18,4) false
Total_Revenue_Estimate_Currency__c Total Revenue (Estimate Currency) Spring 2025 The total revenue of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate.

Formula:
Labor_Revenue_Estimate_Currency__c + Non_Labor_Revenue_Estimate_Currency__c
Number(18,4) false
Total_Revenue__c Total Revenue Spring 2025 The total revenue of the associated estimate product or independent records in the Financial Summary.

Formula:
Total_Revenue_Before_Pricing_Modifiers__c + Total_Pricing_Modifiers_Amount__c
Currency(18,4) false


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