Estimate Financial Summary Fields

Fields added to the Estimate Financial Summary object
Fields	Description	Calculation
Billable Expense Amount	The total billable expense Amount of the associated estimate product or independent records in the Estimate Financial Summary.	Sum of each estimated expense amount divided equally by the number of months for either the estimate product or estimate.
Billable Expense Amount (Est Curr)	The total billable expense amount of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate.
Billing Schedule Amount	The total billing schedule amount of the associated estimate product or independent records in the Financial Summary.	Sum of fixed price milestones plus estimate vendor line items.
Billing Schedule Amount (Est Curr)	The total billing schedule amount of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate.
Contingency Revenue	The total contingency revenue of the associated estimate product or independent records in the Estimate Financial Summary.	Sum of each estimated billable contingency amount divided equally by the number of months for either the estimate product or estimate.
Contingency Revenue (Estimate Currency)	The total contingency revenue of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate.
End Date	The end date of the record displayed in the Estimate Financial Summary.
Estimate	The estimate that relates to the Estimate Financial Summary.
Estimate Product Instance	The estimate product instance that relates to the Estimate Financial Summary.
Estimate Vendor Line Item Cost	The total EVLI cost of the associated estimate product or independent records in the Estimate Financial Summary.	Sum of the cost amount from each estimate vendor line item based on the vendor billing date or billing date.
Estimate Vendor Line Item Revenue	The total EVLI revenue of the associated estimate product or independent records in the Estimate Financial Summary.	Sum of the bill amount from each estimate vendor line item based on the vendor billing date or billing date.
EVLI Cost (Estimate Currency)	The total EVLI cost of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.
EVLI Revenue (Estimate Currency)	The total EVLI revenue of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.
Fixed Price Milestone Amount	The total fixed price milestone amount of the associated estimate product or independent records in the Financial Summary.	Sum of fixed price milestones.
Fixed Price Milestone Amount (Est Curr)	The total fixed price milestone amount of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate.
Labor Cost	The total cost of role requests of the associated estimate product or independent records in the Estimate Financial Summary.	Sum of each estimate role request cost rate multiplied by the hours scheduled for that month.
Labor Cost (Estimate Currency)	The total cost of role requests of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.
Labor Revenue	The total revenue of role requests of the associated estimate product or independent records in the Estimate Financial Summary.	Sum of each estimate role request amount multiplied by the hours scheduled for that month.
Labor Revenue (Estimate Currency)	The total revenue of role requests of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.
Name	Name of the Estimate Financial Summary.
Non-Billable Expense Cost	The total non-billable expense amount of the associated estimate product or independent records in the Estimate Financial Summary.	Sum of each estimated expense cost divided equally by the number of months for either the estimate product or estimate.
Non-Billable Expense Cost (Est Curr)	The total non-billable expense amount of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.
Non-Labor Cost	The total non-labor cost of the associated estimate product or independent records in the Estimate Financial Summary.	Sum of estimate vendor line item cost, expense cost, and services product cost for that month.
Non-Labor Cost (Estimate Currency)	The total non-labor cost of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.
Non-Labor Revenue	The total non-labor revenue of the associated estimate product or independent records in the Estimate Financial Summary.	Sum of the estimate vendor line amount, services product bill amount, and contingency revenue for that month.
Non-Labor Revenue (Estimate Currency)	The total non-labor revenue of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.
Services Product Cost	The total services product cost of the associated estimate product or independent records in the Estimate Financial Summary.	Total services product cost spread evenly across the parent record duration.
Services Product Cost (Est Currency)	The total services product cost of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate.
Services Product Revenue	The total services product revenue of the associated estimate product or independent records in the Estimate Financial Summary.	Total services product revenue spread evenly across the parent record duration.
Services Product Revenue (Est Curr)	The total services product revenue of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate. The start date of the record displayed in the Estimate Financial Summary.
Start Date	The start date of the record displayed in the Estimate Financial Summary.
Summary Type	The type of Estimate Financial Summary being created.
Time Period	Lookup to the time period set on the Estimate Financial Summary.
Total Cost	The total cost of the associated estimate product or independent records in the Estimate Financial Summary.	Sum of labor and non-labor costs.
Total Cost (Estimate Currency)	The total cost of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.
Total Hours	The number of hours all resources are required to work for the corresponding period.
Total Margin (%)	The margin as a percentage of the total revenue for the associated estimate product or independent records in the Estimate Financial Summary for this month.	Total margin divided by the total revenue.
Total Margin (Amount)	The difference between the total revenue and total cost, for the associated estimate product or independent records, in the Estimate Financial Summary for this month.	Total revenue minus total cost.
Total Margin (Amount, Estimate Currency)	The difference between the total revenue and total cost, for the associated estimate product or independent records, in the Estimate Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.
Total Pricing Modifiers Amount	The total amount of the pricing modifier records in the Estimate Financial Summary.	Sum of estimate pricing modifiers.
Total Revenue	The total revenue of the associated estimate product or independent records in the Estimate Financial Summary. This field displays the total amount of money that could be earned this month based on the total hours worked in this time period.	Total amount minus cost amount.
Total Revenue Before Pricing Modifiers	The total revenue of this associated estimate product or independent records in the Financial Summary, before pricing modifiers are applied.
Total Revenue (Estimate Currency)	The total revenue of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.

Billable Expense Amount

The total billable expense Amount of the associated estimate product or independent records in the Estimate Financial Summary.

Sum of each estimated expense amount divided equally by the number of months for either the estimate product or estimate.

Billable Expense Amount (Est Curr)

The total billable expense amount of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate.

Billing Schedule Amount

The total billing schedule amount of the associated estimate product or independent records in the Financial Summary.

Sum of fixed price milestones plus estimate vendor line items.

Billing Schedule Amount (Est Curr)

The total billing schedule amount of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate.

Contingency Revenue

The total contingency revenue of the associated estimate product or independent records in the Estimate Financial Summary.

Sum of each estimated billable contingency amount divided equally by the number of months for either the estimate product or estimate.

Contingency Revenue (Estimate Currency)

The total contingency revenue of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate.

End Date

The end date of the record displayed in the Estimate Financial Summary.

Estimate

The estimate that relates to the Estimate Financial Summary.

Estimate Product Instance

The estimate product instance that relates to the Estimate Financial Summary.

Estimate Vendor Line Item Cost

The total EVLI cost of the associated estimate product or independent records in the Estimate Financial Summary.

Sum of the cost amount from each estimate vendor line item based on the vendor billing date or billing date.

Estimate Vendor Line Item Revenue

The total EVLI revenue of the associated estimate product or independent records in the Estimate Financial Summary.

Sum of the bill amount from each estimate vendor line item based on the vendor billing date or billing date.

EVLI Cost (Estimate Currency)

The total EVLI cost of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.

EVLI Revenue (Estimate Currency)

The total EVLI revenue of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.

Fixed Price Milestone Amount

The total fixed price milestone amount of the associated estimate product or independent records in the Financial Summary.

Sum of fixed price milestones.

Fixed Price Milestone Amount (Est Curr)

The total fixed price milestone amount of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate.

Labor Cost

The total cost of role requests of the associated estimate product or independent records in the Estimate Financial Summary.

Sum of each estimate role request cost rate multiplied by the hours scheduled for that month.

Labor Cost (Estimate Currency)

The total cost of role requests of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.

Labor Revenue

The total revenue of role requests of the associated estimate product or independent records in the Estimate Financial Summary.

Sum of each estimate role request amount multiplied by the hours scheduled for that month.

Labor Revenue (Estimate Currency)

The total revenue of role requests of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.

Name

Name of the Estimate Financial Summary.

Non-Billable Expense Cost

The total non-billable expense amount of the associated estimate product or independent records in the Estimate Financial Summary.

Sum of each estimated expense cost divided equally by the number of months for either the estimate product or estimate.

Non-Billable Expense Cost (Est Curr)

The total non-billable expense amount of the associated estimate product or independent records in the Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.

Non-Labor Cost

The total non-labor cost of the associated estimate product or independent records in the Estimate Financial Summary.

Sum of estimate vendor line item cost, expense cost, and services product cost for that month.

Non-Labor Cost (Estimate Currency)

The total non-labor cost of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.

Non-Labor Revenue

The total non-labor revenue of the associated estimate product or independent records in the Estimate Financial Summary.

Sum of the estimate vendor line amount, services product bill amount, and contingency revenue for that month.

Non-Labor Revenue (Estimate Currency)

The total non-labor revenue of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.

Services Product Cost

The total services product cost of the associated estimate product or independent records in the Estimate Financial Summary.

Total services product cost spread evenly across the parent record duration.

Services Product Cost (Est Currency)

The total services product cost of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate.

Services Product Revenue

The total services product revenue of the associated estimate product or independent records in the Estimate Financial Summary.

Total services product revenue spread evenly across the parent record duration.

Services Product Revenue (Est Curr)

The total services product revenue of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate. The start date of the record displayed in the Estimate Financial Summary.

Start Date

The start date of the record displayed in the Estimate Financial Summary.

Summary Type

The type of Estimate Financial Summary being created.

Time Period

Lookup to the time period set on the Estimate Financial Summary.

Total Cost

The total cost of the associated estimate product or independent records in the Estimate Financial Summary.

Sum of labor and non-labor costs.

Total Cost (Estimate Currency)

The total cost of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.

Total Hours

The number of hours all resources are required to work for the corresponding period.

Total Margin (%)

The margin as a percentage of the total revenue for the associated estimate product or independent records in the Estimate Financial Summary for this month.

Total margin divided by the total revenue.

Total Margin (Amount)

The difference between the total revenue and total cost, for the associated estimate product or independent records, in the Estimate Financial Summary for this month.

Total revenue minus total cost.

Total Margin (Amount, Estimate Currency)

The difference between the total revenue and total cost, for the associated estimate product or independent records, in the Estimate Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.

Total Pricing Modifiers Amount

The total amount of the pricing modifier records in the Estimate Financial Summary.

Sum of estimate pricing modifiers.

Total Revenue

The total revenue of the associated estimate product or independent records in the Estimate Financial Summary. This field displays the total amount of money that could be earned this month based on the total hours worked in this time period.

Total amount minus cost amount.

Total Revenue Before Pricing Modifiers

The total revenue of this associated estimate product or independent records in the Financial Summary, before pricing modifiers are applied.

Total Revenue (Estimate Currency)

The total revenue of the associated estimate product or independent records in the Estimate Financial Summary, in the currency of the related estimate. Used for currency conversions in the Estimate Financial Summary.

Estimate Financial Summary Fields

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