Adding Role Requests to an Estimate

You can add role requests to an estimate to plan for the resources that might be needed. For more information about adding role requests from template, see Adding from an Estimate Template. Your administrator can configure the Estimate Builder component to display tasks or role requests. If the component is configured to display tasks, you can only add role requests to an estimate task. If the component is configured to display role requests, you can add role requests without a task.

If the Estimate Builder displays tasks, to add role requests to a task:

  1. On the row of the task you want to add role requests to, double-click the Resource Role cell. The Add Role Requests window opens on the Roles tab.
  2. Complete the fields described in Estimate Role Request Fields.
  3. Click Save. A schedule record is created. For more information, see Schedule Fields in the PSA Help.

If the Estimate Builder displays role requests, to add role requests to the estimate:

  1. Click , then double-click the "New Role Request" cell at the bottom of the table in the Resource Role column.
  2. Complete the fields described in Estimate Role Request Fields. A schedule record is created. For more information, see Schedule Fields in the PSA Help.

To delete a role request:

  1. Select a cell on the row of the role request you want to delete.
  2. Click Delete button.
    Tip: To select multiple tasks, hold down Command (Mac), Ctrl (PC) while selecting the role requests you want to delete.

Hours Breakdown

The Hours Breakdown tab enables you to specify the hours for each role request for the selected task per week. To do this:

  1. In the Estimate Builder or Add Role Requests window, select the Hours Breakdown tab. The hours for each role request are automatically broken down.
  2. To edit the hours for each week, double-click the cell on the row of the role request and in the column of the week that you want to edit.
    Note: The date displayed is the first day of the week according to the locale of your Salesforce user.
  3. Click Save. A Schedule record is created. For more information, see Schedule Fields in the PSA Help.

Overriding Rates

You can override the Cost Rate and Bill Rate fields on a role request by double-clicking the relevant cell and editing them. Overridden values are indicated with a Overridden rates indicator . You can hover over the cell to see the rate card rate and the overridden rate.

Managing Rates

You can use the Manage Rates action to override the rates of role requests on an estimate using either rate overrides or rate uplift. You cannot apply these methods of managing rates simultaneously.

Rate override enables you to override the start date that is used when matching appropriate rate cards for the suggested bill rate on a role request. This will override both existing and new role requests.

Rate uplift enables you to specify a percentage to uplift role request rates year on year, and select the date from which to begin applying the uplift percentage.

Rate Overrides

To apply rate overrides:

  1. On the estimate record, click Actions | Services CPQ | Manage Rates.
  2. From the Mass Action picklist, select "Rate Override".
  3. Select the time period you want to override the role request rates for.
  4. Select the date to be used as the start date when matching appropriate rate cards within the selected time period.
  5. Click Add Override.
  6. Repeat steps 2-4 to add all of the time periods you want to override.
  7. Click Save.
Tip: You can amend the override date of an existing override directly in the Overrides grid.

To revert a mass rate override:

  1. On the estimate record, click Actions | Services CPQ | Manage Rates.
  2. From the Mass Action picklist, select "Rate Override".
  3. Next to the override you want to revert, click Dropdown arrow, then Delete.
  4. Click Save. The start date of each role request within the time period of the override you deleted is used when matching appropriate rates cards for the suggested bill rate.

Uplifting Rates

To apply a rate uplift:

  1. On the estimate record, click Actions | Services CPQ | Manage Rates.
  2. From the Mass Action picklist, select "Rate Uplift".
  3. Select a date in the Cutoff Date field. This is the date after which to apply the rate uplift. The rates of any role requests that start on or before this date are not uplifted.
  4. Enter a percentage in the Role Request Uplift Percentage field. This is the percentage to increase the role request rates by, starting from the cutoff date. Uplift is applied as a percentage against the previous year's rates and compound year on year.
  5. Click Save.