SECTIONS
The Estimate Role Request object includes the following field sets.
| Name |
Description |
Default Fields |
|---|---|---|
| Copied Record Override Fields | Enables you to define the fields whose original values can be overridden on copied role requests. Role requests can be copied by adding to an estimate from a template or when included in estimate products that are added to an estimate. | Group, Practice, Region |
| Copy From Template Estimate Role Request Fields | Enables you to define the role request fields to copy when adding from a template or creating an estimate from a template. The values in any Currency fields on the source estimate are converted into the target estimate's currency. | Currency, End Date, Estimate, Estimate Line Set, Hours, Resource Role, Start Date |
| Estimate Builder Role Request Columns | Enables you to define the additional columns that display in the Estimate Builder component. | Discount (%), End Date, External Resource, Hours, Region, Resource Role, Start Date |