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. |