Expenses Tab of Opportunities Service Estimates Mode

Use the Expenses tab to enter expense estimates for the opportunity. After you enter expense information, you can 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.

Expenses Summary Grid

Field	Description
+Add Expenses	Click this option to enter a new expense row on the grid.
Account	Enter a non-consultant reimbursable or a non-consultant direct expense account. You can either enter an account number or use the Account lookup to search for and select an account.
Billable	DPS automatically selects this option if the expense 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.