Services CPQ Data Dictionary

Estimate__c

Label: Estimate

Estimate services work with resources, expenses, and margin requirements using existing rate cards.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Account__c Account Services CPQ November 2021 The account that relates to the estimate.

Looks up to: Account

Lookup
Amount__c Amount Services CPQ November 2021 The total amount for the estimate before discounts are applied.

Currency(18,2)
Apply_Discount_To_Cost_Contingency__c Apply Discount to Cost Contingency Services CPQ November 2021 If selected, the discount will be applied to the cost contingency.

Checkbox false
Apply_Discount_To_Expense__c Apply Discount to Expense Services CPQ November 2021 If selected, the discount is to be applied to the expenses.

Checkbox false
Approval_Status__c Approval Status Services CPQ November 2021 The current status of the estimate in the approval process.

Picklist:
Approved
Draft
Rejected
Submitted
"Draft"
Average_Hourly_Bill_Rate__c Average Hourly Bill Rate Services CPQ April 2022 The average hourly bill rate of the role requests on the estimate.

Currency(18,4)
Billing_Type__c Billing Type Services CPQ November 2021 The method of billing to be used.

Picklist:
Fixed Price
Mixed
Time and Materials
Cost_Contingency__c Cost Contingency Services CPQ November 2021 The cost contingency amount to add to the amount and cost for the estimate.

Currency(18,2) 0
Cost__c Cost Services CPQ November 2021 The total cost of the estimate.

Currency(18,2)
Description__c Description Services CPQ May 2022 Description of the estimate

Html(32768)
Discount__c Discount (Amount) Services CPQ November 2021 The total value of discounts applied to the estimate's tasks.

Currency(18,2) 0
Duration_Weeks__c Duration (Weeks) Services CPQ April 2022 Duration rounded up to the number of weeks. For example, 8 days equals 2 weeks.

Formula:
IF(MOD(Duration__c, 7) == 0, (Duration__c / 7), (FLOOR(Duration__c / 7) + 1))
Number(18,0)
Duration__c Duration (Days) Services CPQ November 2021 The duration of the estimate in days.

Formula:
End_Date__c - Start_Date__c + 1
Number(18,0)
End_Date__c End Date Services CPQ November 2021 The date the estimate ends.

Date
Expense__c Expense Services CPQ November 2021 The expenses to add to the amount and cost for the estimate.

Currency(18,2) 0
Global_Discount__c Global Discount (Amount) Services CPQ November 2021 The amount to discount from the amount for the estimate.

Formula:
Percent_Global_Discount__c * ( Amount__c - Discount__c - IF(Apply_Discount_To_Cost_Contingency__c, 0, Cost_Contingency__c) - IF(Apply_Discount_To_Expense__c, 0, Expense__c) )
Currency(18,2)
Group__c Group Services CPQ November 2021 The group that relates to the estimate.

Looks up to: pse__Grp__c

Lookup
Is_Primary__c Primary Services CPQ November 2021 Indicates that the estimate is the primary version for the opportunity.

Checkbox false
Is_Pushed_To_Opportunity__c Pushed to Opportunity Services CPQ May 2022 If selected, records independent of estimate products have been pushed.

Checkbox false
Is_Template__c Template Services CPQ May 2022 Indicates this estimate is a template.

Checkbox false
Margin__c Margin (Amount) Services CPQ November 2021 The difference between the amount and cost for the estimate.

Formula:
Net_Amount__c - Cost__c
Currency(18,2)
Net_Amount__c Net Amount Services CPQ November 2021 The total amount for the estimate after discounts are applied.

Formula:
Amount__c - Global_Discount__c - Discount__c
Currency(18,2)
Opportunity_Line_Item__c Opportunity Product Services CPQ January 2022 The opportunity product created when records independent of estimate products were pushed to opportunity.

Looks up to: OpportunityLineItem

Lookup
Opportunity__c Opportunity Services CPQ November 2021 The opportunity that relates to the estimate.

Looks up to: Opportunity

Lookup
Percent_Discount__c Discount (Percent) Services CPQ November 2021 The total discount of estimate tasks and role requests as a percentage of the amount.

Formula:
IF((Amount__c - Cost_Contingency__c - Expense__c) = 0, 0, Discount__c / (Amount__c - Cost_Contingency__c - Expense__c) )
Percent(5,2)
Percent_Global_Discount__c Global Discount (Percent) Services CPQ November 2021 The percentage to discount from the amount for the estimate.

Percent(5,2) 0
Percent_Margin__c Margin (Percent) Services CPQ November 2021 The margin as a percentage of the amount.

Formula:
Margin__c / Net_Amount__c
Percent(18,2)
Practice__c Practice Services CPQ November 2021 The practice that relates to the estimate.

Looks up to: pse__Practice__c

Lookup
Project__c Project Services CPQ May 2022 The project created from records independent of estimate products.

Looks up to: pse__Proj__c

Lookup
Region__c Region Services CPQ November 2021 The region that relates to the estimate.

Looks up to: pse__Region__c

Lookup
Role_Request_Uplift_Cut_Off_Date__c Role Request Uplift Cutoff Date Services CPQ June 2022 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.

Date
Role_Request_Uplift_Percentage__c Role Request Uplift (Percent) Services CPQ June 2022 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.

Percent(5,2)
Stage_Name__c Stage Services CPQ Spring 2022 The current stage of the estimate.

Picklist:
Approved
Draft
Rejected
Under Review
Start_Date__c Start Date Services CPQ November 2021 The date the estimate starts.

Date
State__c State Services CPQ June 2022 Indicates if an estimate is locked, unlocked, or a template.

Formula:
IF( Is_Pushed_To_Opportunity__c, $Label.ffscpq__common_label_locked, IF( Is_Template__c, $Label.ffscpq__common_label_template, $Label.ffscpq__common_label_unlocked))
Text
Total_Hours__c Total Hours Services CPQ April 2022 The total number of hours for the estimate.

Number(18,2)


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