Adding Role Requests to an Estimate

You can add role requests to an estimate to plan for the resources that might be needed.

Tip:

You can use keyboard shortcuts in the Estimate Builder. For more information, see Estimate Builder Keyboard Shortcuts.

To add a role request to an estimate, in the Builder tab:

  1. Click Add Role Request button in Estimate Builder component. A role request is added to the builder. If you have selected a record in the builder, a role request is added to the first appropriate place within the hierarchy. For example, if you have selected a task, the role request will be added to the bottom of that task.
  2. Select a role for the new role request.
  3. [Optional] Select or tab to the Start Date cell and enter a date. Records inherit the dates of their immediate parent records. For example, a role request inherits the dates of its parent task.
  4. [Optional] Select or tab to the End Date cell and enter a date.
  5. Enter the number of hours the role is required for.
  6. [Optional] Select a region, practice, or group (RPG). If a rate card exists for the resource role and the selected RPG, the bill rate and cost rate cells will update according to those rates when you save your changes. For more information, see Rate Cards Overview.
    If any mass rate overrides have been applied to the estimate, these will overwrite any matching rate cards. For more information, see Overriding Role Request Rates.
    Notes:
    • If you have multiple rate cards in different currencies, your administrator must ensure the Use Dated Exchange Rates configuration option is set to true to avoid mismatched rates. For more information, see Currency Settings.
    • At least one of the Region, Practice, and Group fields must be populated to add the estimate to opportunity. For more information, see Adding an Estimate to an Opportunity.
  7. [Optional] If your administrator has added the External Resource column to the Builder, select the External Resource checkbox to indicate that the role request is for an external resource.
  8. Click Save. A PSA schedule record is created and linked to the role request. If one already exists, it's updated. For more information, see Schedule Fields.

You can adjust the schedule of hours for a role request using the Hours Breakdown view. For more information, see Using the Hours Breakdown.

Copying, Cutting, and Pasting Role Requests

You can copy, cut, and paste role requests by right-clicking the role request, then clicking Copy Rows, Cut Rows, or Paste Rows.

You can also copy and paste specific cells by right-clicking the cell, then click Copy Cells, Cut Cells, or Paste. Keyboard shortcuts are also available to use when copying or pasting cells. For more information, see Estimate Builder Keyboard Shortcuts.

Deleting Role Requests

You can delete a role request by doing one of the following:

  • Select the role requests, then click .
  • Right-click the role request then click Delete Rows.

Indenting and Outdenting Role Requests

You can indent and outdent role requests by right-clicking the role request, then clicking Indent Rows or Outdent Rows.

For more information about the fields on a line set record, see Estimate Role Request Fields.

Note:

Your administrator can choose whether the Region, Practice, or Group columns are displayed. For more information, see Estimate Builder Lightning Component Properties.

Calculating Hours by Percentage

You can calculate the hours of a role request by a specified percentage of its parent record, or a specified percentage of the total hours of a selected role. For example, if a role request is contained within a task that has a total of 50 hours and you enter 10%, the role request's hours would be 5. If you also select a role, such as Consultant, the role request's hours would be 10% of the total number of hours of all consultants within the same parent record.

Notes:
  • The calculated hours of any other roles are not taken into account.
  • The hours of role requests with calculated hours can't be edited in the Hours Breakdown.

To calculate a role request's hours by percentage:

  1. On the row of the role request, click , then Calculate Hours.
  2. Select the Calculate Hours by Percentage checkbox to enable this calculation.
  3. Enter a percentage in the Percentage Allocation field.
  4. [Optional] Select a role in the Role field to use to calculate the hours for the role request. The default is All, which calculates using the total of hours of all roles within the parent record.
  5. Click Apply.

The applied calculation will update with any edits to hours on the estimates.

Tip:

is displayed to the left of the row of a role request that has calculated hours. You can hover over it to display details of the calculation.

To stop calculating the hours of a role request:

  1. On the row of the role request, click , then Calculate Hours.
  2. Deselect the Calculate Hours by Percentage checkbox to disable this calculation.
  3. Click Apply.

Refreshing Role Request Rates

You can refresh the bill rates and cost rates of an estimate's role requests. This is to ensure that they are using the current suggested bill rate and average cost rate values from the related rate cards. You can select which estimate products' role requests to refresh the rates of.

To do this:

  1. On the Estimate Builder, click Refresh Rates.
  2. Select the estimate products you want to refresh the role request rates for.
    Note: Only estimate products that aren't associated with a project can be selected. For more information, see Adding an Estimate to an Opportunity.
  3. Click Refresh.