These fields are included by default on an estimate.
| Field Name |
Description |
|---|---|
| Amount | The estimated total amount for this estimate before discounts are applied. |
| Approval Status | The current status of this estimate in the approval process. |
| Discount (%) | The percentage to discount from the total estimated amount for the estimate. |
| Discount (Amount) | The amount to discount from the total estimated amount for the estimate. |
| Duration (Days) | The duration of the project in days. |
| End Date | The date this estimate ends. |
| Estimated Cost | The estimated total cost of this estimate. |
| Estimated Margin (%) | The estimated margin as a percentage of the total estimated amount. |
| Estimated Margin (Amount) | The difference between the estimated amount and estimated cost for this estimate. |
| Expense (Amount) | The expenses to add to the total estimated amount and cost for the estimate. |
| Group | The group that is associated with this estimate. |
| Opportunity | The opportunity that this estimate was created from. |
| Net Amount | The estimated total amount for this estimate after discounts are applied. |
| Practice | The practice that is associated with this estimate. |
| Primary Estimate | Indicates that this estimate is the primary version for the opportunity. |
| Project Name | The name of this estimate. |
| Region | The region that is associated with this estimate. |
| Start Date | The date this estimate starts. |