Headcount Overview

The Headcount field in the Estimate Builder enables you to staff multiple resources for a single role request. This streamlines the estimation process by acting as a multiplier on a role's hours, cost, bill amount, and net bill amount. This ensures the calculations across your entire estimate are accurate.

When you specify a headcount greater than one on a role request, the total hours and cost based on the number of resources are automatically calculated. This multiplied total is immediately rolled up to parent tasks and is reflected in the Estimate Financial Summary.

A single role request with a headcount of three, for example, will generate three separate resource requests when the estimate is added to an opportunity or project. You can view every individual resource request that will be created in the Resource Request Preview.

Core Functional Details:

  • Financial Calculation: The base hours and financial amounts (cost, bill amount, and net bill amount) are multiplied by the headcount value. The individual resource's rate card rate remains unchanged.
  • Schedules: In the Hours Breakdown view of the Estimate Builder, scheduling is based on the single resource's effort (e.g., 40 hours per week for one resource), but the rolled-up hours to parent tasks reflect the total multiplied effort (e.g., 40 hours x 3 people = 120 total hours).

Behavioral Logic:

  • We recommend that you do not use the Headcount and the Hours Multiplier features concurrently to avoid potential conflicts in calculation.

  • When the headcount for a role request is reduced, the corresponding resource requests to delete are based on the following priority:

    • The deletion of any unheld resource requests are prioritised.
    • Among all unheld resource requests, those that were edited least recently are deleted first, preserving the most recently edited resource requests.
  • If the grouping criteria is updated, all existing related resource requests are deleted and immediately created again with the correct number of corresponding resource requests to adhere to the new criteria.