Set Up Fee Estimates
The Vision Fee Estimate feature provides standardized service profiles and cost structures that you can apply when calculating fee estimates for your projects.
To enable fee estimates:
- From the Vision Navigation menu, click and then click the Fee Estimate tab.
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Select the
Enable Fee Estimate check box to enable fee estimates.
When you select this option, the following features are also enabled in Vision:
- 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 the 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.
- Click Save.