Use the
Units tab to estimate the quantities, cost amounts, and billing amounts for the
opportunity.
This tab is available if your
firm purchased the
Deltek CRM Professional application and the Enable Service Estimate and
Enable
Units Grid options are selected on the Service Estimate tab in
.
Contents
Units Summary Grid
| Field | Description |
|---|
|
Unit Number
|
Enter the
unit number or select one on the lookup. The
Unit lookup displays a combination of
Unit Number,
Unit Name, and
Unit Table fields from which you can select a specific combination of information. Dormant
unit records are not included.
|
|
Unit Name
|
Deltek displays the
unit name associated with the selected
Unit Number.
|
|
Unit Table
|
Deltek displays the
unit table associated with the selected
Unit Number.
|
| Planned Qty
|
Enter the planned quantity for the current
unit. This is the number of
units you estimate as necessary to complete work on the element.
|
| Cost Rate
|
Cost rates represent your
firm's cost to produce a service. When you select a
unit from the
Unit Lookup,
Deltek displays the cost rate that is associated with the
unit in the
Unit Table.
|
| Planned Cost
|
Deltek calculates the planned cost amount based on the following:
Cost Rate * Planned Qty
|
| Billing Rate
|
Billing rates represent what the
client will pay for the services that your
firm provides. When you select a
unit on the
Unit Lookup, the billing rate associated with the
unit in the
Unit Table displays in this field. The billing multiplier entered on the Rates tab is applied in addition to the billing rates specified in the
Unit Table.
You can enter a billing rate in this field, to override the existing billing rate.
|
| Planned Bill
|
Deltek calculates the planned billing amount based on the following:
Billing Rate * Planned Qty
|
