Estimate Role Request Fields
The estimate role request record includes the following fields.
* – Mandatory field
| Field |
|
Description |
|---|---|---|
| Actual Cost Rate | The cost rate for the role request. This is the average cost rate unless a cost rate override is applied. | |
| Average Cost Rate | The average cost rate on the role request's associated rate card. | |
| Bill Amount | The total amount for the role request before discounts are applied. | |
| Bill Rate Override | The amount to override the bill rate on the rate card associated with the role request by. | |
| Cost Amount | The total cost amount of the role request. | |
| Cost Rate Override | The amount to override the cost rate on the rate card associated with the role request by. | |
| Discount (Percent) | The percentage discount applied to the bill rate of the role request. | |
| End Date | * | The date the role request ends. |
| Estimate | The estimate that relates to the role request. | |
| Estimate Line Set | The line set that relates to the role request. | |
| Estimate Product | The estimate product that relates to the role request. | |
| Estimate Role Request Name | The name of the role request. | |
| Estimate Task | The task that relates to the role request. | |
| External Resource | Indicates the role request is for an external resource. When a resource request is created from an estimate, the Notes field on the resource request will be populated with "External Resource". | |
| Group | The group that relates to the role request. | |
| Hours | The number of hours the resource role will be required for. | |
| Net Bill Amount | The total bill amount for the role request after discounts are applied. | |
| Practice | The practice that relates to the role request. | |
| Region | * | The region that relates to the role request. |
| Requested Bill Rate | The requested bill rate for the role request with any discounts applied. | |
| Resource Request | The resource request created from the role request. | |
| Resource Role | * | The resource role requested. |
| Schedule | The schedule created by the hours breakdown for the estimate's tasks. | |
| Source Estimate | The estimate that was used as a template in the creation of the role request. | |
| Start Date | * | The date the role request starts. |
| Suggested Bill Rate | The suggested bill rate on the role request's associated rate card. | |
| Suggested Resource | The recommended resource for the role request. If the estimate is pushed to opportunity, the Suggested Resource field on the resource request will also be populated with the selected resource. |