Fee Estimate Service Profiles Form
Use the Fee Estimate Service Profiles form to create or modify the service profiles that you use to build fee estimates.
Related Topics:
- Display the Fee Estimate Service Profiles Form
You access the Fee Estimate Service Profiles form in General Configuration. - Toolbar of Fee Estimate Service Profiles
Use the toolbar options to create and display service profiles and to save your work. - General Tab of Fee Estimate Service Profiles
Use the General tab to create a service profile and then enter the associated chargeable costs and fee bands that can be used when calculating a fee estimate in the Opportunity Info Center. - Service Phases Tab of Fee Estimate Service Profiles
Use the Service Phases tab to define the phases that are available for each service profile. Phases are the different components of a service profile that provide the foundation for how the fee is determined. - Cost Groups Tab of Fee Estimate Service Profiles
Use the Cost Groups tab to specify the cost groups that are available for the selected service profile. Cost groups provide a detailed break down of the work being performed. You can associate multiple cost groups with one functional group on a fee estimate. - Functional Groups Tab of Fee Estimate Service Profiles
Use the Functional Groups tab to specify the functional groups that apply to each service profile. This makes it possible for you to create sets of functional groups that meet the particular needs of each service profile. - Company Access Tab of Fee Estimate Service Profiles
Service profiles are automatically available to all companies (if you use multiple companies). Use the Company Access tab to restrict access by specifying the companies that can access each service profile.
Parent Topic: Fields and Options