Fee Estimate Service Profiles Overview

Use service profiles to configure parameters for building a fee estimate for an opportunity or project.

The parameters that you configure can define the expected fee amounts by fee basis (for example, construction costs, acreage, square footage, deliverables, and so on), as well identify as any standard project phases that are related to the service profile.

You can then align the service profiles with multiple projects that are in a variety of markets, which gives you flexibility to apply different methods when constructing a fee estimate.

Service profiles are only available when the Enable Fee Estimate check box is selected in Configuration > General > Opportunity Settings.

If you are using the German Scale of Fees feature with Fee Estimates, the service profile options are pre-populated based on German Scale requirements.

If you are using multiple companies, you can also specify which companies can access the service profile.