Estimate Product Instance Fields

The estimate product instance record includes the following fields.

* – Mandatory field

Field  

Description
Added to Opportunity   Indicates that the estimate product instance has been added to the opportunity related to its estimate.
Bill Amount   The total bill amount for the estimate product instance.
Bill Amount (Estimate Currency)   The bill amount for the estimate product instance in the currency of the related estimate.
Billable Expense Amount   The total billable expense amount for the estimate product instance.
Billable Expense Amount (Estimate Curr)   The billable estimated expense amount for the estimate product instance, in the currency of the estimate.
Billing Type  

The method of billing. You can select one of the following options:

  • Time and Materials
  • Fixed Price
Cost Amount   The total cost amount for the estimate product instance.
Cost Amount (Estimate Currency)   The cost amount for the estimate product, in the currency of the estimate.
Description   The description of the estimate product instance.
Discount (%)   The percentage discount applied to the role requests associated with the estimate product.
End Date   The date the estimate product instance ends.
Estimate   The estimate that relates to the estimate product instance.
Estimate Product   The estimate product that relates to the estimate product instance.
Estimate Product Instance Name * The name of the estimate product instance.
Fixed Price Billing Frequency   The fixed price billing frequency of the estimate product instance.
Fixed Price Margin (%)   For fixed price estimate product instances only. The fixed price margin that the estimate product instance uses to calculate the billable amount.
Fixed Price Upfront Billing (%)   The fixed price upfront billing percentage of the estimate product instance.
Net Bill Amount   The total bill amount for the estimate product instance after discounts are applied.
Net Bill Amount (Estimate Currency)   The net bill amount for the estimate product, including discount, in the currency of the estimate.
Processing   Indicates that records associated with the estimate product instance are currently being created or updated.
Project   The project created from the estimate product instance.
Start Date * The date the estimate product instance starts.
Total Billable Contingency Amount   The total billable amount of estimate contingency that relates to the estimate product instance.
Total Non-Billable Expenses   The total amount of non-billable estimated expenses related to the estimate product instance.
Total Non-Billable Expenses (Est Curr)   The total amount of non-billable estimated expenses related to the estimate product instance, in the currency of the estimate.
Vendor Line Item Bill Amount (Est Curr)   The estimate vendor line item bill amount for the estimate product instance, in the currency of the estimate.
Vendor Line Item Bill Amount (Est Curr)   The estimate vendor line item cost amount for the estimate product instance, in the currency of the estimate.
Vendor Line Item Total Bill Amount   The total EVLI amount for the estimate product instance.
Vendor Line Item Total Cost Amount   The total EVLI cost amount for the estimate product instance.