Estimates Form
Use the Estimates form to enter service estimates for labor, expense, consultant, and units for an in pursuit or newly won project.
This form is available if the CRM or CRM Plus, or Resource Planning module is activated, and if Enable Service Estimate is selected on the Service Estimate tab of the Estimate Settings form ().
If also using the Proposals application, these estimates can be included as part of a project proposal. You can choose to include labor, units, and/or direct and reimbursable expenses and consultants.
Note that service estimates apply to the project as a whole. You can only display and update a project's service estimate when viewing the project at the highest work breakdown structure (WBS) level.
- Related Topics:
- Display the Estimates Form
You display this form in the Projects hub. - Header Fields for the Estimates Form
Fields and options that display on the Estimates form in the header area above the tabs are generally available regardless of the currently selected tab. - Actions Bar for the Estimates Form
Use the Actions bar on the Estimates form as a shortcut to actions you routinely perform using that form. - Summary Tab of the Estimates Form
Use the Summary tab to review a summary and an analysis of the service estimate's associated labor, expenses, consultants, and units. - Labor Tab of the Estimates Form
Use the Labor tab to enter cost and billing estimates for types of labor. - Consultants Tab of the Estimates Form
If Vantagepoint is set up to include consultants in service estimates, use the Consultants tab to enter estimates of direct and reimbursable consultant expenses for the project. - Expenses Tab of the Estimates Form
If Vantagepoint is set up to include expenses in service estimates, use the Expenses tab to enter estimates of direct and reimbursable expenses for the project. - Units Tab of the Estimates Form
If Vantagepoint is set up to include units in service estimates, use the Units tab to enter estimates of cost and billing amounts for units.
Parent Topic: Fields and Options