Use the Service Estimate tab to enable and set up default values for the Opportunities Hub Service Estimate feature.
Service Estimate Setup
This feature is only available if you purchased the
Vision CRM application.
| Field | Description |
|---|
| Enable Service Estimate
|
Select this option to enable the Service Estimate feature. When you do so, the following elements become available:
- In the Opportunities Hub, the Service Estimate tab
- In Project Planning. the
New Copy Service Estimate into the Plan option
- In Reporting, the Opportunity Service Estimate report
If you only own the Vision CRM application, the following areas become available: Accounts Key Conversion, Units Key Conversion, Accounts Key Format, Units Key Format, and the Accounts tab in
.
|
Estimate Grids
| Field | Description |
|---|
| Enable Units Grid
|
Select this option if you want the Units grid to display on the Service Estimate tab of the Opportunity Info Center.
|
| Enable Expenses Grid
|
Select this option if you want the Expenses grid to display on the Service Estimate tab of the Opportunity Info Center.
|
| Enable Consultants Grid
|
Select this option if you want the Consultants grid to display on the Service Estimate tab of the Opportunity Info Center.
|
| Decimal Digits Hour
|
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 on the Service Estimate tab. For example, if you select
No Decimal, hour amounts would appear as
2 (hours); if you select
1 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 on the Service Estimate tab. For example, if you select
No Decimal, quantity amounts would appear as
2 (quantity); if you select
1 Digit, quantity amounts would appear as
2.5 (quantity).
|
| Amounts
|
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 on the Service Estimate tab.
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
| Field | Description |
|---|
| Estimate Type
|
Select the column type. This option determines how many columns display in the respective enabled grids. You have the following options:
-
Cost: Displays only cost columns, such as
Cost Rate and
Planned Cost. In the Analysis grid, displays only
Total Cost.
-
Billing: Displays only billing columns, such as
Billing Rate and
Planned Bill. In the Analysis grid, displays only
Total Bill.
-
Cost and Billing: Displays both cost and billing columns. In the Analysis 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 Cost
|
Select the default table for the Service Estimate from the drop-down list.
Only those tables that have been selected as Available for Project Planning appear on this list (if you own Vision Project Planning and Configuration is set to enterprise-wide rather than company specific).
This option is only available if you selected
Cost or
Cost and Billing as the
Estimate Type.
This table can be overwritten in the Opportunity Info Center (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.
Only those tables that have been selected as Available for Project Planning appear in this list (if you own Project Planning and Configuration is set to enterprise-wide rather than company-specific).
This option is only available if you selected
Billing or
Cost and Billing as the
Estimate Type.
This table can be overwritten in the Opportunity Info Center (if there is not a Resource Planning role security setting that prevents this).
|
| Billing Multipliers 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 Opportunity Info Center.
|
| 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 Opportunity Info Center.
|
Clauses
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."
| Field | Description |
|---|
| Actions Drop-Down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Insert
|
Click this option to create a new clause.
|
 Delete
|
Click this option to delete an existing clause.
|
| Code
|
Enter the code for the clause, for example:
RFQTOP
|
| Clause
|
Enter the clause, for example:
Please quote us your firm price for the following goods. Click the
 Text Editor icon in this field to format the text.
|
