Consultants Tab of Opportunities Service Estimates Mode

Use the Consultants tab to enter consultant estimates for the opportunity. After you enter consultant information, refer to the Analysis grid for an overall total of your estimates.

This tab is available if your firm purchased the DPS CRM Professional application and the Enable Service Estimate option is selected on the Service Estimate tab in Settings > Opportunities.

Contents

Much of the information for DPS is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.

Consultants Summary Grid

Field	Description
+Add Consultants	Click this option to enter a new consultant row on the grid.
Account	Use this column to enter a non-consultant reimbursable or non-consultant direct expense account. You can enter an account number, use the Account Lookup, or use Quick Find. If the expense is reimbursable, DPS calculates the billing amount based on the multiplier defined in Service Estimate tab in Settings > Opportunity Settings. However, if the expense is direct, you must enter the billing amount as needed.
Billable	DPS selects this option if the account is reimbursable.
Planned Cost	Enter the estimated or forecast cost amount by expense account.
Planned Bill	Enter the estimated or forecast billing amount by expense account. For reimbursable expenses, if a Billing Multiplier is entered in Settings > Opportunity Settings, DPS calculates this field as follows: Planned Cost * Expenses Billing Multiplier If the expense is direct, you must enter the billing amount.
	Click this icon to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results.