Estimate Fields

The estimate record includes the following fields.

For more information about fields in the Estimate Builder component, see Estimate Builder Lightning Component Fields.

* – Mandatory field

Fields on the Estimate object
Field		Description
Account		The account that relates to the estimate.
Added to Opportunity		If selected, records independent of estimate products have been added to opportunity.
Amount		The total amount for the estimate before discounts or pricing modifiers are applied.
Apply Discount to Cost Contingency		Indicates whether the discount is to be applied to the cost contingency.
Approval Status		The current status of the estimate in the approval process.
Average Hourly Bill Rate		The average hourly bill rate of the role requests on the estimate, calculated by the sum of all role request bill rates divided by the sum of hours on the estimate.
Bill Amount (Independent Records)		The bill amount of the records independent of estimate products that are related to the estimate.
Billable Contingency Amnt (Ind Records)		The total billable contingency amount of the records independent of estimate products that relates to the estimate.
Billable Expense Amount (Ind Records)		The billable expense amount of the records independent of estimate products that are related to the estimate.
Billing Type		The method of billing, defined by the billing type of the estimate products added to the estimate. The following options are available: Fixed Price Time and Materials Mixed This field will automatically populate with the billing type of the records on the estimate. If there are no records on the estimate, the billing type is Time and Materials.
Cost		The total cost of the estimate.
Cost Amount (Independent Records)		The cost amount of the records independent of estimate products that are related to the estimate.
Cost Contingency		The cost contingency amount to add to the total amount and cost for the estimate.
Clone Source Estimate		The estimate that the estimate was cloned from.
Default Use Dated Resource Bill Rates		If selected, role requests created from the estimate use dated resource bill rates by default.
Default Use Dated Resource Cost Rates		If selected, role requests created from the estimate use dated resource cost rates by default.
Description		Description of the estimate.
Discount (%)		The total discount of the estimate as a percentage of the amount.
Discount (Amount)		The total value of discounts applied to the estimate.
Duration (Days)		The duration of the estimate in days.
Duration (Weeks)		The duration of the estimate rounded up to the number of weeks. For example, 8 days equals 2 weeks.
End Date		The date the estimate ends.
Estimate Cloning in Progress		If selected, the estimate is currently being cloned from another estimate.
Estimate Fixed Price Billing Frequency		The fixed price billing frequency of the estimate billing group.
Estimate Fixed Price Scheduling Option		The date the estimate billing group starts if the billing frequency is a reoccurring time period.
Estimate Fixed Price Upfront Billing (%)		The fixed price upfront billing percentage of the estimate billing group.
Estimate Name	*	The name of the estimate.
Fixed Price Estimate Level Billing		If selected, fixed price estimate product instances and independent records that are added to the estimate will automatically be added to a billing group.
Global Discount (%)		The amount to discount from the total amount for the estimate as a percentage.
Global Discount (Amount)		The amount to discount from the total amount for the estimate after all individual record discounts have been applied.
Group		The group that relates to the estimate.
Independent Estimate Billing Group		The estimate billing group associated with the independent records that are related to the estimate.
Independent Line Set Billing Type		The billing type for line sets that are added to the estimate independently of estimate products. You can select one of the following options: Fixed Price Time and Materials
Independent Fixed Price Billing Freq		The fixed price billing frequency of records independent of estimate products.
Independent Line Set Fixed Price Mgn (%)		The margin percentage for line sets with a billing type of "Fixed Price" that are added to the estimate independently of estimate products.
Indep Fixed Price Upfront Billing (%)		The fixed price upfront billing percentage of records independent of estimate products.
Locked		If selected, the estimate is locked so that all records associated with it are read-only.
Margin (%)		The margin as a percentage of the total amount.
Margin (Amount)		The difference between the amount and cost for the estimate.
Net Amount		The total amount for the estimate after discounts or pricing modifiers are applied.
Net Amount (Before Pricing Modifiers)		The total amount for the estimate after discounts and before pricing modifiers are applied.
Net Bill Amount (Independent Records)		The net bill amount of the records independent of estimate products that are related to the estimate.
Non-Billable Expenses (Ind Records)		The total amount of non-billable estimated expenses related to the estimate, independent of estimate products.
Opportunity	*	The opportunity that the estimate was created from. This field is not required for estimate templates.
Opportunity Product		The opportunity product created when records independent of estimate products were added to opportunity.
Practice		The practice that relates to the estimate.
Primary		Indicates that the estimate is the primary version for the opportunity.
Project		The project created from records independent of estimate products.
Region		The region that relates to the estimate.
Role Request Uplift Cutoff Date		The date after which to apply the role request uplift percentage. Uplift is applied as a percentage against the previous year's rates and compounded year on year.
Role Request Uplift Percentage		The percentage to increase the role request rates by, starting from the role request uplift cutoff date. Uplift is applied as a percentage against the previous year's rates and compounded year on year.
Scheduling Strategy		The strategy to prioritize when work calendars or dates change on the role request. If the selected strategy can't be used, the default spread of hours will be used. You can select one of the following options: "Prioritize FTE" - when selected, changing the dates or work calendar of a role request will keep the FTE (%) constant and change the total hours. "Prioritize Hours" - when selected, changing the dates or work calendar of a role request will keep hours constant and recalculate the FTE (%).
Scoping Session		The scoping session that the estimate was created from.
Services Product Bill Amnt (Ind Records)		The total billable amount of the services products associated with records independent of estimate products that relate to the estimate.
Services Product Cost Amnt (Ind Records)		The total cost amount of the services products associated with records independent of estimate products that relate to the estimate.
Stage		The current stage of the estimate. You can select one of the following options: Draft Under Review Approved Rejected
Start Date		The date the estimate starts.
State		Indicates if an estimate is locked, unlocked, or a template.
Template		Indicates the estimate is a template.
Total Bill Amount of Services Products		The total billable amount of the services products that relate to the estimate.
Total Bill Amount of Vendor Line Items		The total bill amount of vendor line items related to the estimate.
Total Billable Expenses		The total amount of the billable estimated expenses related to the estimate.
Total Cost Amount of Services Products		The total cost amount of the services products that relate to the estimate.
Total Cost Amount of Vendor Line Items		The total cost amount of vendor line items related to the estimate.
Total Hours		The total number of hours for the estimate.
Total Non-Billable Expenses		The total amount of the non-billable estimated expenses related to the estimate.
Total Pricing Modifier Amount		The total amount of pricing modifiers that relates to the estimate.
Use Work Calendars for Scheduling		If selected, work calendars for the estimate's role requests are respected when scheduling in the Hours Breakdown. The work calendars are determined by the region, practice, and group of a role request.
Vendor Line Item Bill Amnt (Ind Records)		The bill amount of the vendor line items that are related to the estimate's records independent of estimate products.
Vendor Line Item Cost Amnt (Ind Records)		The cost amount of the vendor line items that are related to the estimate's records independent of estimate products.

Buttons

Action	Description	Further Information
Add to Existing Project	Adds estimate records to an existing associated project.	Adding an Estimate to a Project
Add to Opportunity	Adds estimate records to the associated opportunity.	Adding an Estimate to an Opportunity
Clone Estimate	Clones the estimate details and all associated records to a new estimate.	Cloning an Estimate
Create Estimate Contingency	Adds an estimate contingency to the estimate.	Adding Contingencies to an Estimate
Create Estimate Risk	Adds an estimate risk to the estimate.	Adding an Estimate Risk
Create Project	Creates a project from estimate records.	Creating a Project from an Estimate
Create Template from Estimate	Creates an estimate template from the estimate.	Creating an Estimate Template
Generate Document	Generates a document for the estimate in Output Builder using the default output template.	Generating a Document from an Estimate
Set as Primary	Sets an estimate as the primary estimate for the associated opportunity.	Setting an Estimate as Primary
Unset as Primary	Unsets an estimate as the primary estimate for the associated opportunity.	Setting an Estimate as Primary