Estimate Role Request Fields

The estimate role request record includes the following fields.

* – Mandatory field

Field

 

Description

Actual Cost Rate   The cost rate for the role request. This is the average cost rate unless a cost rate override is applied.
Average Cost Rate   The average cost rate on the role request's associated rate card.
Bill Amount   The total amount for the role request before discounts are applied.
Bill Rate Override   The amount to override the bill rate on the rate card associated with the role request by.
Cost Amount   The total cost amount of the role request.
Cost Rate Override   The amount to override the cost rate on the rate card associated with the role request by.
Discount (Percent)   The percentage discount applied to the bill rate of the role request.
End Date * The date the role request ends.
Estimate   The estimate that relates to the role request.
Estimate Line Set   The line set that relates to the role request.
Estimate Product   The estimate product that relates to the role request.
Estimate Role Request Name   The name of the role request.
Estimate Task   The task that relates to the role request.
External Resource   Indicates the role request is for an external resource. When a resource request is created from an estimate, the Notes field on the resource request will be populated with "External Resource".
Group   The group that relates to the role request.
Hours   The number of hours the resource role will be required for.
Net Bill Amount   The total bill amount for the role request after discounts are applied.
Practice   The practice that relates to the role request.
Region * The region that relates to the role request.
Requested Bill Rate   The requested bill rate for the role request with any discounts applied.
Resource Request   The resource request created from the role request.
Resource Role * The resource role requested.
Schedule   The schedule created by the hours breakdown for the estimate's tasks.
Source Estimate   The estimate that was used as a template in the creation of the role request.
Start Date * The date the role request starts.
Suggested Bill Rate   The suggested bill rate on the role request's associated rate card.
Suggested Resource  

The recommended resource for the role request. The default cost rate on the selected suggested resource's contact record is used when calculating the cost rate. If the default cost rate is in a different currency to the estimate or is a daily rate, the generic rate card for the role request is used.

If the estimate is pushed to opportunity, the Suggested Resource field on the resource request will also be populated with the selected resource.