Estimate Builder Lightning Component Fields

The table below shows the objects displayed in the Estimate Builder component and how the cell values for each column is determined for each record type.

For more information about the Lightning App Builder properties for this component, see Estimate Builder Lightning Component Properties.

Key:

* – Mandatory field

R – Read-only

Column Name	Record Type		Description
Bill Rate	Estimate Product	R	The total bill amount of the estimate product's child records.
	Line Set	R	The total bill amount of the line set's child records.
	Task	R	The value in the Bill Amount field on the task record.
	Role Request		The value in the Suggested Bill Rate field on the role request record, or the Bill Rate Override field if an override exists.
Billing Type	Estimate Product		The value in the Billing Type field on the estimate product instance record.
	Line Set		The value in the Billing Type field on the line set instance record.
Cost Rate	Estimate Product	R	The total cost amount of the estimate product's child records.
	Line Set	R	The total cost amount of the line set's child records.
	Task	R	The value in the Cost Amount field on the task record.
	Role Request		The value in the Actual Cost Rate field on the role request record.
Discount (Percent)	Task		The value in the Discount field on the task record.
	Role Request		The value in the Discount field on the role request record.
End Date	Estimate Product	*	The value in the End Date field on the estimate product record.
	Line Set	*	The value in the End Date field on the line set record.
	Task	*	The value in the End Date field on the task record.
	Role Request	*	The value in the End Date field on the role request record.
Group	Role Request		The value in the Group field on the role request record.
Hours	Estimate Product	R	The total number of hours of the estimate product's child records.
	Line Set	R	The total number of hours of the line set's child records.
	Task	R	The value in the Hours field on the task record.
	Role Request	*	The value in the Hours field on the role request record.
Margin (Percent)	Estimate Product	R	The margin amount of the estimate product as a percentage.
	Line Set	R	The margin amount of the line set as a percentage.
	Task	R	The margin amount of the task as a percentage.
	Role Request	R	The margin amount of the role request as a percentage.
Margin (Amount)	Estimate Product	R	The net bill amount of the estimate product minus the cost rate.
	Line Set	R	The net bill amount of the line set minus the cost rate.
	Task	R	The net bill amount of the task minus the cost rate.
	Role Request	R	The following calculation is used: Net Bill Amount - (Cost Rate * Hours)
Name	Estimate Product	*	The value in the Name field on the estimate product record.
	Line Set	*	The value in the Name field on the line set record.
	Task	*	The value in the Name field on the task record.
	Role Request	*	The value in the Role field on the role request record.
Net Bill Amount	Estimate Product	R	The total net bill amount of the estimate product's child records.
	Line Set	R	The total net bill amount of the line set's child records.
	Task	R	The net amount of the task minus the global discount on the estimate.
	Role Request	R	The net amount of the role request minus the global discount on the estimate.
Practice	Role Request		The value in the Practice field on the role request record.
Region	Role Request		The value in the Region field on the role request record.
Skills	Role Request		Comma separated list of the skills on the related role skill request record.
Start Date	Estimate Product	*	The value in the Start Date field on the estimate product record.
	Line Set	*	The value in the Start Date field on the line set record.
	Task	*	The value in the Start Date field on the task record.
	Role Request	*	The value in the Start Date field on the role request record.

Buttons

Buttons in the Estimate Builder Component

Button	Name	Description	Further Information
	Refresh	Refreshes the Estimate Builder component to display any external changes.
	Hours Breakdown	Opens the Hours Breakdown view, where you can specify the hours for each role request for the selected task per week.	Adding Role Requests to an Estimate
	Collapse All	Collapses all records in the builder so that only the highest level records are visible.
	Expand All	Expands all records in the builder so that all of the estimate's records are visible.
	Undo	Undoes changes made in the builder, up to the last save.
	Redo	Redoes the previous undo action.
	Delete	Deletes the selected records. Tip: You can delete multiple records by selecting the checkboxes next to the records you want to delete, or by holding down Command (Mac), Ctrl (PC) while selecting a cell on the row of the records you want to delete. Then, click .
	Add Line Set	Adds a line set to the estimate.	Adding Line Sets to an Estimate
	Add Role Request	Adds a role request to the estimate.	Adding Role Requests to an Estimate
	Add Task	Adds a task to the estimate.	Adding Tasks to an Estimate