Estimate Role Request Fields

The estimate role request record includes the following fields.

* – Mandatory field

Fields on the Estimate Role Request object
Field   Description
Actual Cost Rate  

The cost rate for the role request. This is the average cost rate unless the default cost rate on the selected suggested resource's contact record is used or a cost rate override is applied.

This field is cleared if Use Dated Resource Cost Rates is selected.
Average Cost Rate  

The average cost rate on the role request's associated rate card.

This field is cleared if Use Dated Resource Cost Rates is selected.
Bill Amount  

The total bill amount of the role request before discounts are applied.

For a "Fixed Price" role request, this is the Cost Amount with an added fixed price margin. The fixed price margin is derived from the estimate line set or estimate product as explained in Estimate Role Requests Overview.

For a "Time and Materials" role request, this is calculated differently depending on whether or not dated resource bill rates are being used:
Bill Rate Card  

A rate card with dated resource bill rates to apply to this role request. Only rate cards with a Dated Resource Rate Type of "Bill Rate" can be selected.

This card overrides any suggested bill rate specified by a rate card in the Rate Card field.

If this field is populated, the Use Dated Resource Bill Rates checkbox must be selected.
Bill Rate Override  

The amount to override the bill rate on the rate card associated with the role request by.

This field is cleared if Use Dated Resource Bill Rates is selected.
Calculate Hours by Percentage   If selected, the hours of the role request are calculated from the hours of other role requests on the related estimate. For more information, see Calculating Hours by Percentage.
Cost Amount  

The total cost amount of the role request. This is calculated differently depending on whether or not dated resource cost rates are being used:
Cost Rate Card  

A rate card with dated resource cost rates to apply to this role request. Only rate cards with a Dated Resource Rate Type of "Cost Rate" can be selected.

This card overrides any average cost rate specified by a rate card in the Rate Card field.

If this field is populated, the Use Dated Resource Cost Rates checkbox must be selected.
Cost Rate Override  

The amount to override the cost rate on the rate card associated with the role request by.

This field is cleared if Use Dated Resource Cost Rates is selected.
Discount (%)  

The percentage discount applied to the role request when its billing type is Time and Materials.

Note:

Discounts are not supported when using dated resource bill rates.
End Date * The date the role request ends.
Estimate   The estimate that relates to the role request.
Estimate Line Set  

The line set that relates to the role request.

You must select an estimate line set with a billing type of "Time and Materials" if the role request is using dated resource bill rates.
Estimate Product  

The estimate product that relates to the role request.

You must select an estimate product with a billing type of "Time and Materials" if the role request is using dated resource bill rates.
Estimate Role Request Name * The name of the role request.
Estimate Task  

The task that relates to the role request.

You must select a task that links to an estimate line set or estimate product with a billing type of "Time and Materials" if the role request is using dated resource bill rates.
External Resource   Indicates the role request is for an external resource. When a resource request is created from an estimate, the Notes field on the resource request will be populated with "External Resource".
Full-Time Equivalent (%)   The percentage Full-Time Equivalent (FTE) hours for the role request.
Group   The group that relates to the role request.
Hours * The number of hours the resource role will be required for.
Net Bill Amount   The total bill amount for the role request after discounts are applied.
Original Hours   The original hours of the role request before the hours multiplier was applied.
Practice   The practice that relates to the role request.
Rate Card  

The rate card that relates to the role request. Only rate cards with a Dated Resource Rate Type of "None" can be selected.

Notes:

Any bill rate set by this card is overridden by dated resource bill rates if the role request's Bill Rate Card field is populated. Similarly, any cost rate set by this card is overridden by dated resource cost rates if the role request's Cost Rate Card field is populated.

If both the Use Dated Resource Bill Rates and Use Dated Resource Cost Rates checkboxes are selected, this field is not populated automatically by rate card matching because it is not required.
Region   The region that relates to the role request.
Requested Bill Rate  

The requested bill rate for the role request with any discounts applied.

This field is cleared if Use Dated Resource Bill Rates is selected.
Resource Request   The resource request created from the role request.
Resource Role * The resource role requested.
Role for Calculated Hours   The role to use when calculating the hours for a role request. Only the role requests for the selected role within the same parent record are used. If the default of All is selected, the total number of hours of the parent record is used.
Schedule   The schedule created for the estimate's tasks.
Source Estimate   The estimate that was used as a template in the creation of the role request.
Source Role Request   The role request that was used as a template in the creation of the role request.
Start Date * The date the role request starts.
Suggested Bill Rate  

The suggested bill rate on the role request's associated rate card.

This field is cleared if Use Dated Resource Bill Rates is selected.
Suggested Resource  

The recommended resource for the role request. The default cost rate on the selected suggested resource's contact record is used when calculating the cost rate. If the default cost rate is blank, is in a different currency to the estimate, or is a daily rate, the generic rate card for the role request is used.

Note:

If Use Dated Resource Cost Rates is selected, any cost rate associated with the suggested resource is ignored.

If the estimate is added to opportunity, the Suggested Resource field on the resource request will also be populated with the selected resource.

Note:

Your administrator can disable the use of the suggested resource's contact card using the Disable Suggested Resource Cost rate field in the Services Estimator custom setting. For more information, see Services Estimator Settings.
Total Discount   The total discount applied to the role request. This is the sum of the global discount on the estimate, the discount on the related estimate product, line set, and task, and the discount of the role request.
Use Dated Resource Bill Rates  

If selected, only rate cards with dated resource bill rates can be matched to the role request for billing purposes. If this checkbox is selected when creating or updating a role request, the Bill Rate Card field is populated automatically as explained in Using Dated Resource Bill and Cost Rates in Services Estimator.

If this checkbox is deselected, the bill rate is derived from the card in the Rate Card field.

Note:

You cannot select this checkbox if the role request is linked, either directly or via an estimate task, to an estimate line set or estimate product with a billing type of "Fixed Price" or a custom pricing method.
Use Dated Resource Cost Rates  

If selected, only rate cards with dated resource cost rates can be matched to the role request for costing purposes. If this checkbox is selected when creating or updating a role request, the Cost Rate Card field is populated automatically as explained in Using Dated Resource Bill and Cost Rates in Services Estimator.

If this checkbox is deselected, the cost rate is derived from the card in the Rate Card field.