Adding Role Requests to an Estimate

You can add role requests to an estimate to plan for the resources that might be needed.

To add a role request to an estimate, in the Builder tab:

1. Click . A role request is added to the builder.
   If you have selected a record in the builder, a role request is added to the first appropriate place within the hierarchy. For example, if you have selected a task, the role request will be added to the bottom of that task.
2. Select a role for the new role request.
3. [Optional] Select or tab to the Start Date cell and enter a date. Records inherit the dates of their immediate parent records. For example, a role request inherits the dates of its parent task.
4. [Optional] Select or tab to the End Date cell and enter a date.
5. Enter the number of hours the role is required for.
6. [Optional] Select a region, practice, or group (RPG). If a rate card exists for the resource role and the selected RPG, the bill rate and cost rate cells will update according to those rates when you save your changes. For more information, see Rate Cards Overview in the PSA Help.
   If any mass rate overrides have been applied to the estimate, these will overwrite any matching rate cards. For more information, see Overriding Role Request Rates.
   
   Note:

   If you have multiple rate cards in different currencies, your administrator must ensure the Use Dated Exchange Rates configuration option is set to true to avoid mismatched rates. For more information, see Currency Settings.

7. [Optional] If your administrator has added the External Resource column to the Builder, select the External Resource checkbox to indicate that the role request is for an external resource.
8. Click Save.

For more information about the fields on a line set record, see Estimate Role Request Fields.

Note:

Your administrator can choose whether the Region, Practice, or Group columns are displayed. For more information, see Estimate Builder Lightning Component Properties.

Applying a Discount

To apply a discount to a role request:

1. On the row of the role request you want to apply a discount to, double-click the Discount cell.
2. Enter the percentage to discount the role request by.
3. Click Save.

Hours Breakdown

The Hours Breakdown window enables you to specify the hours for each role request for the selected task per week.

Note:

You administrator can grant read-only permission to the PSA Schedule object to display the Hours Breakdown as read-only.

To open the Hours Breakdown:

1. Select the role requests you want to view in the Hours Breakdown. If you do not select any, all of the role requests on the estimate are displayed.
   
   Note:

   You can select a maximum of 30 role requests.

2. Click .
3. To edit the hours for each week, double-click the cell on the row of the role request and in the column of the week that you want to edit.
   Note:

   The date displayed is the first day of the week according to the locale of your Salesforce user.

4. Click Save. A Schedule record is created. For more information, see Schedule Fields.