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.  
Bill Amount (Independent Records)  The bill amount of the records independent of estimate products that are related to the estimate.  
Billable Expense Amount (Ind Records)  The billable expense amount of the records independent of estimate products that are related to the estimate.  
Billing Type  The method of billing, defined by the billing type of the estimate products added to the estimate.  
Cost  The total cost of the estimate.  
Cost Amount (Independent Records)  The cost amount of the records independent of estimate products that are related to 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 (%)  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. 
Global Discount (%)  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.  
Independent Line Set Billing Type  The billing type for line sets that are added to the estimate independently of estimate products.  
Independent Line Set Fixed Price Mgn (%)  The margin percentage for line sets with a billing type of "Fixed Price" that are added to the estimate independently of estimate products.  
Locked  If selected, the estimate is locked so that all records associated with it are uneditable.  
Margin (%)  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.  
Net Bill Amount (Independent Records)  The net bill amount of the records independent of estimate products that are related to the estimate.  
NonBillable Expenses (Ind Records)  The total amount of nonbillable estimated expenses related to the estimate, independent of estimate products.  
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.  
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.  
Start Date  *  The date the estimate starts. 
State  Indicates if an estimate is locked, unlocked, or a template.  
Template  Indicates the estimate is a template.  
Total Billable Expenses  The total amount of the billable estimated expenses related to the estimate.  
Total Hours  The total number of hours for the estimate.  
Total NonBillable Expenses  The total amount of the nonbillable estimated expenses related to the estimate.  
Vendor Line Item Bill Amnt (Ind Records)  The bill amount of the vendor line items that are related to the estimate's records independent of estimate products.  
Vendor Line Item Cost Amnt (Ind Records)  The cost amount of the vendor line items that are related to the estimate's records independent of estimate products. 
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. 