Estimate Fields

The estimate record includes the following fields.

* – Mandatory field

Field		Description
Account		The account that relates to the estimate.
Amount		The total amount for the estimate before discounts are applied.
Apply Discount to Cost Contingency		Indicates whether the discount is to be applied to the cost contingency.
Apply Discount to Expense		Indicates whether the discount is to be applied to the expense.
Approval Status		The current status of the estimate in the approval process.
Average Hourly Bill Rate		The average hourly bill rate of the role requests on the estimate, calculated by the sum of all role request bill rates divided by the sum of hours on the estimate.
Billing Type		The method of billing.
Cost		The total cost of the estimate.
Cost Contingency		The cost contingency amount to add to the total amount and cost for the estimate.
Description		Description of the estimate.
Discount (Percent)		The discount of estimate tasks as a percentage of the total amount.
Discount (Amount)		The total value of discounts applied to the estimate's tasks.
Duration (Days)		The duration of the estimate in days.
Duration (Weeks)		The duration of the estimate rounded up to the number of weeks. For example, 8 days equals 2 weeks.
End Date		The date the estimate ends.
Estimate Name	*	The name of the estimate.
Expense (Amount)		The expenses to add to the total amount and cost for the estimate.
Global Discount (Percent)		The percentage to discount from the total amount for the estimate.
Global Discount (Amount)		The amount to discount from the total amount for the estimate.
Group		The group that relates to the estimate.
Opportunity	*	The opportunity that the estimate was created from. This field is not required for estimate templates.
Opportunity Product		The opportunity product created when records independent of estimate products were pushed to opportunity.
Margin (Percent)		The margin as a percentage of the total amount.
Margin (Amount)		The difference between the amount and cost for the estimate.
Net Amount		The total amount for the estimate after discounts are applied.
Practice		The practice that relates to the estimate.
Primary		Indicates that the estimate is the primary version for the opportunity.
Project		The project created from records independent of estimate products.
Pushed to Opportunity		If selected, records independent of estimate products have been pushed.
Region		The region that relates to the estimate.
Role Request Uplift Cutoff Date		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.
Role Request Uplift Percentage		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.
Stage		The current stage of the estimate.
State		Indicates if an estimate is locked, unlocked, or a template.
Start Date	*	The date the estimate starts.
Template		Indicates the estimate is a template.
Total Hours		The total number of hours for the estimate.

Estimate Builder Component Fields

The table below shows the objects displayed in the Estimate Builder component and how the cell values for each column is determined for each record type.

Key:

* – Mandatory field

R – Read-only

Column Name	Record Type		Description
Bill Rate	Estimate Product	R	The total bill amount of the estimate product's child records.
	Line Set	R	The total bill amount of the line set's child records.
	Task	R	The value in the Bill Amount field on the task record.
	Role Request		The value in the Suggested Bill Rate field on the role request record, or the Bill Rate Override field if an override exists.
Billing Type	Estimate Product		The value in the Billing Type field on the estimate product instance record.
Billing Type	Line Set		The value in the Billing Type field on the line set instance record.
Cost Rate	Estimate Product	R	The total cost amount of the estimate product's child records.
	Line Set	R	The total cost amount of the line set's child records.
	Task	R	The value in the Cost Amount field on the task record.
	Role Request		The value in the Actual Cost Rate field on the role request record.
Discount (Percent)	Task		The value in the Discount field on the task record.
Discount (Percent)	Role Request		The value in the Discount field on the role request record.
End Date	Estimate Product	*	The value in the End Date field on the estimate product record.
	Line Set	*	The value in the End Date field on the line set record.
	Task	*	The value in the End Date field on the task record.
	Role Request	*	The value in the End Date field on the role request record.
Group	Role Request		The value in the Group field on the role request record.
Hours	Estimate Product	R	The total number of hours of the estimate product's child records.
	Line Set	R	The total number of hours of the line set's child records.
	Task	R	The value in the Hours field on the task record.
	Role Request	*	The value in the Hours field on the role request record.
Margin (Percent)	Estimate Product	R	The margin amount of the estimate product as a percentage.
	Line Set	R	The margin amount of the line set as a percentage.
	Task	R	The margin amount of the task as a percentage.
	Role Request	R	The margin amount of the role request as a percentage.
Margin (Amount)	Estimate Product	R	The net bill amount of the estimate product minus the cost rate.
	Line Set	R	The net bill amount of the line set minus the cost rate.
	Task	R	The net bill amount of the task minus the cost rate.
	Role Request	R	The following calculation is used: Net Bill Amount - (Cost Rate * Hours)
Name	Estimate Product	*	The value in the Name field on the estimate product record.
	Line Set	*	The value in the Name field on the line set record.
	Task	*	The value in the Name field on the task record.
	Role Request	*	The value in the Role field on the role request record.
Net Bill Amount	Estimate Product	R	The total net bill amount of the estimate product's child records.
	Line Set	R	The total net bill amount of the line set's child records.
	Task	R	The net amount of the task minus the global discount on the estimate.
	Role Request	R	The net amount of the role request minus the global discount on the estimate.
Practice	Role Request		The value in the Practice field on the role request record.
Region	Role Request		The value in the Region field on the role request record.
Skills	Role Request		Comma separated list of the skills on the related role skill request record.
Start Date	Estimate Product	*	The value in the Start Date field on the estimate product record.
	Line Set	*	The value in the Start Date field on the line set record.
	Task	*	The value in the Start Date field on the task record.
	Role Request	*	The value in the Start Date field on the role request record.