The Builder tab contains the Estimate Builder component, which enables you to build your estimate using estimate products, line sets, tasks, and role requests.
Hierarchy of Estimate Records
Records on an estimate employ the following hierarchy:
Estimate Products
Line Sets
Tasks
Role Requests
Each record can exist alone, but they will always exist in the outlined hierarchy if the records are related to each other. Any changes to records will have an effect on their parent and child records. If a parent record is deleted, its child records will also be deleted.
Customizing the Estimate Builder
You can customize the Builder in the following ways:
Right-click a column header to show a menu with options to hide columns.
Use drag-and-drop to reorder columns.
Use to reorder rows.
Use the fill handle to copy cell values by clicking and dragging one or more cells and dropping them into other cells.
Your customizations are only applied for your user and are retained if you use the same browser on the same device. Your scroll position and collapsed state of estimate records are also retained for your most recently viewed estimate, provided you only have one estimate open.
Expanding or Contracting the Estimate Builder
The Estimate Builder can be viewed in full-screen by clicking . To return the Builder to its original size, click .
Using Fill Handle on Start and End Dates
The following rules apply when changing or amending record dates in a hierarchy:
The end date cannot occur before the start date
Child start and end dates cannot be set outside of parent start and end dates if the Automatically Adjust Dates custom setting is set to true
Changing a start date adjusts the corresponding end date to maintain the same duration
Using Full-Time Equivalent (%)
You can update the full-time equivalent (%) of a role request in the Hours Breakdown and Work Breakdown views of the Estimate Builder. A work calendar is required on a role request to edit the FTE (%) field. You must use either FTE (%) or the Hours Multiplier to calculate the hours of a role request. If you want to use FTE (%), set the value in the Hours Multiplier column of the associated estimate product to 1. If you want to use the Hours Multiplier, the FTE (%) field is read only.
If you have multiple work calendars associated with a role request, you can change the value of the Default Work Calendar Hierarchy configuration setting in PSA. For more information, see Resource Settings.
You can choose whether to prioritize full-time equivalent or hours when calculating hours on a role request. You can do this by selecting an option from the Scheduling Strategy field on the Details tab of an estimate.
If hours can't be calculated using full-time equivalent, the default spread of hours is used.