Estimate Financial Summary Field Sets

The Estimate Financial Summary object includes the following field sets.

Field Sets Added to the Estimate Financial Summary Object
Name Description Default Fields
Estimate Financial Summary Rows

Used to display the fields in the Estimate Financial Summary grid.

The only supported field types for this field set are:

  • Currency
  • Text
  • Number
  • Percentage
  • Total Revenue
  • Labor Revenue
  • Non-Labor Revenue
  • Estimate Vendor Line Item Revenue
  • Services Product Revenue
  • Contingency Revenue
  • Total Cost
  • Labor Cost
  • Non-Labor Cost
  • Estimate Vendor Line Item Cost
  • Non-Billable Expense Cost
  • Services Product Cost
  • Total Margin (%)
  • Total Hours
  • Billable Expense Amount
  • Total Pricing Modifiers Amount
Note:

If the Add Billable Expenses to Estimate Totals field on the Services Estimator custom setting is enabled, the Billable Expense Amount field is replaced by the Billable Expense Cost and Billable Expense Revenue fields in Estimate Financial Summary.