Estimate Fields

The estimate record includes the following fields.

For more information about fields in the Estimate Builder component, see Estimate Builder Lightning Component 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.
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 total discount of the estimate as a percentage of the amount.
Discount (Amount)		The total value of discounts applied to the estimate.
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 total amount of the estimated expenses related to the estimate.
Global Discount (Percent)		The amount to discount from the total amount for the estimate as a percentage.
Global Discount (Amount)		The amount to discount from the total amount for the estimate after all individual record discounts have been applied.
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.

Buttons

Action	Description
Clone Estimate	Clones the estimate details and all associated records to a new estimate.
Create Template from Estimate	Creates an estimate template from the estimate.
Generate Document	Generates a document for the estimate in Output Builder using the default output template.