The estimate record includes the following fields.
| Field Name |
Description |
|---|---|
| Amount | The total amount for this estimate before discounts are applied. |
| Apply Discount to Cost Contingency | Indicates whether the discount is to be applied to the cost contingency. |
| Apply Discount to Expense | Indicates whether the discount is to be applied to the expense. |
| Approval Status | The current status of this estimate in the approval process. |
| Cost | The total cost of this estimate. |
| Cost Contingency | The cost contingency amount to add to the total amount and cost for this estimate. |
| Discount (%) | The discount of estimate tasks as a percentage of the total amount. |
| Discount (Amount) | The total value of discounts applied to this estimate's tasks. |
| Duration (Days) | The duration of the estimate in days. |
| End Date | The date this estimate ends. |
| Estimate Name | The name of this estimate. |
| Expense (Amount) | The expenses to add to the total amount and cost for the estimate. |
| Global Discount (%) | The percentage to discount from the total amount for this estimate. |
| Global Discount (Amount) | The amount to discount from the total amount for this estimate. |
| Group | The group that is associated with this estimate. |
| Opportunity | The opportunity that this estimate was created from. |
| Margin (%) | The margin as a percentage of the total amount. |
| Margin (Amount) | The difference between the amount and cost for this estimate. |
| Net Amount | The total amount for this estimate after discounts are applied. |
| Practice | The practice that is associated with this estimate. |
| Primary | Indicates that this estimate is the primary version for the opportunity. |
| Region | The region that is associated with this estimate. |
| Start Date | The date this estimate starts. |
Task Manager Component Fields
| Field Name |
Description |
|---|---|
| Bill Amount | The bill amount for this estimate task. |
| Cost Amount | The cost amount for this estimate task. |
| Discount (%) | The percentage to discount from the total amount for this estimate task. |
| End Date | The date the estimate task ends. |
| Margin | The difference between the bill amount and cost amount for this estimate task. |
| Net Bill Amount | The discounted bill amount for this estimate task. |
| Task | The name of this estimate task. |
| Resource Role | The resource roles requested for this estimate task. |
Add Role Requests Fields
| Field Name |
Description |
|---|---|
| Bill Rate | The bill rate on the rate card associated with the selected resource role. |
| Cost Rate | The cost rate on the rate card associated with the selected resource role. |
| End Date | The date the role request ends. |
| Hours | The number of hours the resource role will be required for. |
| Region | The region from which the resource role is required. |
| Start Date | The date the role request starts. |
| Resource Role | The resource role requested. |