Use the Fee Estimate tab of Opportunity Settings to enable fee based estimates for your products and services.
Contents
| Field | Description |
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| Enable Fee Estimate
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Select this check box to enable the fee estimate features. When you do so, the following elements become available:
- Enable German Scale of Fees: Select this check box if your firm conducts work in Germany and needs to meet the regulations that are specified by the government's Official Scale of Fees for Services by Architects and Engineers. This enables system service profiles populated with data from the Official Scale of Fees.
- : Use Fee Estimate Groups to specify the disciplines and their groupings to use when building your service profiles. Fee estimate groups include both Functional Groups and Cost Groups, which are used to further break down your fee estimate.
- : Use Fee Estimate Service Profiles to further define the functional groups, associated fee bands, and
project phases that are available for service profiles when building a fee estimate. If you also enable the German Scale of Fees, the service profiles are pre-populated with the associated fee bands and phases that are available when building a fee estimate.
- : Use the Fee Estimate tab to generate a fee estimate for an opportunity.
- : When creating a new
project, you can use the
Create New Project from Fee Estimate menu option to automatically build the
project's Work Breakdown Structure (WBS) from the fee estimate structure of the linked opportunity.
- : Use this application to review or generate a fee estimate for a
project. This fee estimate could start with a linked opportunity's existing fee estimate or you can create a new fee estimate for the
project.
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| Enable German Scale of Fees
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The German Scale of Fees feature allows firms to conduct work in Germany and meet the regulations that are specified by the government's Official Scale of Fees for Services by Architects and Engineers. This provides the ability to define the scope of work and standardize the level of service. When you select this check box, various German-related fields are enabled and the following occurs:
- : The Cost Groups and Functional Groups tabs are pre-populated with standard HOAI-defined lists that specify the disciplines to use when building your service profiles.
- : The Service Profiles tab is pre-populated with the cost groups and associated fee bands and phases that are available when building the HOAI fee estimate.
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| Create Project from Opportunity Mapping
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These fields display if your database is configured to support multiple level Work Breakdown Structures (WBS). You can use a fee estimate as the basis to create a WBS for a new project. These fields allow you to configure the default mappings for all projects by applying the fee estimate's phase or functional group as WBS levels two and three. Then, if you use the
menu option in the Project Info Center, the phases and/or functional groups that are assigned to the selected fee estimate's service profile are automatically used to build the project's WBS.
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| Phase
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Use this drop-down list to configure the phase (WBS 2) for the new
project:
- Phase: Includes all phases listed on the Phases grid and the Special Services grid
- Functional Group: Includes all functional groups listed on the Functional Groups grid
- None: The
project will not have WBS level 2 or WBS level 3 values.
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| Task
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If you specified an option in the
Phase field, you can use this drop-down list to configure the task (WBS 3) for the new
project. The options that are available depend on your selection in the
Phase field. For example, if you select
Functional Group in the
Phase field, then
Functional Group
is not available in the
Task drop-down list.
- Phase: Includes all phases listed on the Phases grid and the Special Services grid
- Functional Group: Includes all functional groups listed on the Functional Groups grid
- None: The
project will only have WBS level 2 values.
After you define your WBS mapping, you also set up your service phase codes in the service profile and functional group codes in the Fee Estimate Functional groups to be the same number of characters as the WBS level to which it is mapped. For example, if services phases will map to WBS2, and your WBS2 has 3 characters, you should define the code for service phases in the service profile to be 3 characters as well.
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