Use the
Consultants tab to enter
consultant estimates for the
opportunity. After you enter
consultant information, refer to the Analysis grid for an overall total of your estimates.
This tab is available if your <firm> purchased the
Deltek CRM Professional application and the Enable Service Estimate and
Enable
Consultants Grid
options are selected on the Service Estimate tab in
.
Contents
Consultants Summary Grid
| Field | Description |
|---|
|
Account
|
Use this column to enter a non-consultant reimbursable or non-consultant direct expense
account. You can enter an
account number, use the
Account Lookup, or use Quick Find. If the expense is reimbursable,
Deltek calculates the billing amount based on the multiplier defined in Service Estimate tab in
. However, if the expense is direct, you must enter the billing amount as needed.
|
| Billable
|
Deltek selects this option if the
account is reimbursable.
|
| Planned Cost
|
Enter the estimated or forecast cost amount by expense
account.
|
| Planned Bill
|
Enter the estimated or forecast billing amount by expense
account.
For reimbursable expenses, if a Billing Multiplier is entered in
,
Deltek calculates this field as follows:
Planned Cost * Expenses Billing Multiplier
If the expense is direct, you must enter the billing amount.
|
