Use the Service Estimate tab to set up the default values for the Service Estimate feature in the
Opportunities hub
Service Estimates provide an overview of the estimated services and materials that are required for an
opportunity.
This tab is available if your enterprise uses the CRM Plus application.
Service Estimate Settings
| Field | Description |
|---|
| Enable Service Estimate
|
Select this option to enable the Service Estimate feature. When you do so, the following elements become available:
- All Service Estimates fields in are enabled.
- In the
Opportunities hub, the
Estimate toggle displays. In this mode, the user will see the Summary, Labor, Consultant, Expense and Unit tabs.
- In
Project Planning, the
option.
- In Reporting, the
Opportunity Service Estimate report.
- In
, the
Unit Tables tab is available.
- If the user owns the Accounting application, the Unit Tables can also be accessed via Desktop Application.
After you enable Service Estimates, the following areas become available in the desktop application: Accounts Key Conversions, Units Key Conversions, Accounts Key Format, and Units Key Format. You will also need to set up the following in
DPS desktop application:
|
Estimate Grids
Use the Estimate Grids options to determine the service estimate grids that display in the
Opportunities hub. The Labor grid displays by default, but you can choose to also allow the user to enter the
unit, expense, or
consultant cost estimates for an
opportunity. After the estimates are entered on all grids, the Summary tab in the
Opportunities hub provides a view of the overall total for the service estimates.
| Field | Description |
|---|
| Enable
Units Grid
|
Select this option if you want the
Units grid to display when you select the
Estimate toggle of the
Opportunities hub. Use the
Units grid to estimate the quantities, cost amounts, and billing amounts for the
opportunity.
|
| Enable Expenses Grid
|
Select this option if you want the Expenses grid to display when you select the
Estimate toggle of the
Opportunities hub. Use the Expenses grid to record expense estimates for the
opportunity.
|
| Enable
Consultants Grid
|
Select this option if you want the
Consultants grid to display when you select the
Estimate toggle of the
Opportunities hub. Use the
Consultants grid to enter
consultant estimates for the
opportunity.
|
Decimal Digits
| Field | Description |
|---|
| Hours
|
Select the decimal value for hour fields. The setting you enter here determines the input and display parameters for the hour values in the grids when you select the
Estimate toggle of the
Opportunities hub. For example, if you select
No Decimal, hour amounts would appear as 2 (hours); if you select
One Digit , hour amounts would appear as 2.5 (hours).
|
| Quantity
|
Select the decimal value for quantity fields. The setting you enter here determines the input and display parameters for the quantity values in the grids when you select the
Estimate toggle of the
Opportunities hub. For example, if you select
No Decimal, quantity amounts would appear as 2 (quantity); if you select
One Digit, quantity amounts would appear as 2.5 (quantity).
|
| Amount
|
Select the decimal or currency value for amount fields. The setting you enter here determines the input and display parameters for the amount values in the grids when you select the
Estimate toggle of the
Opportunities hub. If you select
No Decimal, dollar amounts display as 50. If you select
Currency, dollar amounts display in the currency format that your system administrator has set up; for example 50.00.
|
Estimate Type
This option determines how many columns display in the respective enabled grids.
| Field | Description |
|---|
| Estimate Type
|
Select the column type:
-
Cost: Displays only cost columns, such as
Cost Rate and
Planned Cost. In the Analysis grid on the Summary tab, displays only
Total Cost.
-
Billing: Displays only billing columns, such as
Billing Rate and
Planned Bill. In the Analysis grid on the Summary tab, displays only
Total Bill.
-
Cost and Billing: Displays both cost and billing columns. In the Analysis grid on the Summary grid, displays
Total Cost,
Total Bill,
Gross Margin, and
Gross Margin %.
Opportunity Service Estimate reports are only available if you select
Billing or
Cost and Billing.
|
Default Labor Category Tables
| Field | Description |
|---|
| Cost
|
Select the default table for the Service Estimate from the drop-down list.
This option is only available if you selected
Cost or
Cost and Billing as the
Estimate Type.
This table can be overwritten in the Opportunities Hub (if there is not a Resource Planning role security setting that prevents this).
|
| Billing
|
Select the default table for the Service Estimate from the drop-down list.
This option is only available if you selected
Billing or
Cost and Billing as the
Estimate Type.
This table can be overwritten in the Opportunities Hub (if there is not a Resource Planning role security setting that prevents this).
|
Multipliers
| Field | Description |
|---|
| Expense
|
If the Expenses grid is enabled and the
Estimate Type is
Cost and Billing, then the value that you enter here is applied to the Planned Cost to extend the Planned Billed amount for reimbursable expenses. This value can be overwritten in the
Opportunities hub.
|
|
Consultant
|
If the
Consultants grid is enabled and the
Estimate Type is
Cost and Billing, then the value that you enter here is applied to the Planned Cost to extend the Planned Billed amount for reimbursable expenses. This value can be overwritten in the
Opportunities hub.
|
Clauses Grid
Use the Clauses grid to set up and save clauses that can be used in
Opportunity Service Estimate reports. The codes/clauses you enter here appear as selectable options when you are setting up the
Opportunity Service Estimate report. You can set up separate clauses here for both the top and bottom of the report (the top/bottom options are available on the General tab in the
Opportunity Service Estimate report). For example, a top clause may read "Please quote us your
firm price for the following goods." A bottom clause may read "Please indicate all prices FOB our place of business."
Much of the information for
DPS is entered and displayed in grids on various forms. For information about using grids, see
Working with Grids.
| Field | Description |
|---|
| +Add Clause
|
Click
+ Add Clause to enter a new clause on the grid.
|
| Type
|
Enter the code for the type of clause, for example:
TOP.
|
| Clauses
|
Enter the clause, for example:
Please quote us your
firm price for the following goods. Click
 to open the Clauses dialog box and format the text.
|
