Set Up Service Estimates

Use the Service Estimate tab of Opportunity Settings to enable and create the default settings for use on the Service Estimate Tab in the Opportunities Hub, and to create commonly used clauses for use on Opportunity Estimate reports.

To set up default settings and clauses for Opportunity Service Estimates:

1. From the Navigation menu, click Settings > Opportunities and then click the Service Estimate tab.
2. Select Enable Service Estimates to turn on the Service Estimates feature. When you do so, the following occurs:
   • All Service Estimates fields in Settings > Opportunities are enabled.
   • In the Opportunities Hub, the Estimate toggle displays.
   • In Reporting, the Opportunity Service Estimate report is enabled.
   • In Settings > General Settings, the Unit Tables tab is available.
3. Under Estimate Grids, select the tabs that you want to display when you select the Estimate toggle in the Opportunities hub.
4. Select the Decimal Digits values:
   • Hour - Select the decimal value for hour fields. The setting you enter here determines the input and display parameters for the hour values in the grids when you select the Estimate toggle of the Opportunities hub. For example, if you select No Decimal, hour amounts would appear as 2 (hours); if you select One Digit , hour amounts would appear as 2.5 (hours).
   • Quantity - Select the decimal value for quantity fields. The setting you enter here determines the input and display parameters for the quantity values in the grids when you select the Estimate toggle of the Opportunities hub. For example, if you select No Decimal, quantity amounts would appear as 2 (quantity); if you select One Digit, quantity amounts would appear as 2.5 (quantity).
   • Amount - Select the decimal or currency value for amount fields. The setting you enter here determines the input and display parameters for the amount values in the grids when you select the Estimate toggle of the Opportunities hub. If you select No Decimal, dollar amounts display as 50. If you select Currency, dollar amounts display in the currency format that your system administrator has set up; for example 50.00.
5. Specify the Estimate Type. This option determines how many columns display in the respective enabled grids. You have the following options:
   • Cost - Displays only cost columns, such as Cost Rate and Planned Cost. In the Analysis grid on the Summary tab, displays only Total Cost.
   • Billing - Displays only billing columns, such as Billing Rate and Planned Bill. In the Analysis grid on the Summary tab, displays only Total Bill.
   • Cost and Billing - Displays both cost and billing columns. In the Analysis grid on the Summary tab, displays Total Cost, Total Bill, Gross Margin, and Gross Margin %.

   Opportunity Service Estimate reports are only available if you select Billing or Cost and Billing.

6. Select the Default Labor Category Tables for the Service Estimate:
   • Cost - Only those tables that have been selected as Available for Project Planning appear on this list. This option is only available if you selected Cost or Cost and Billing as the Estimate Type.
   • Billing - Only those tables that have been selected as Available for Project Planning appear in this list. This option is only available if you selected Billing or Cost and Billing as the Estimate Type.

   These tables can be overwritten in the Opportunities Hub (if there is not a Resource Planning role security setting that prevents this).

7. Enter the Multipliers:
   • Billing - If the Expenses grid is enabled and the Estimate Type is Cost and Billing, then DPS automatically applies the value you enter here to the Planned Cost to extend the Planned Billed amount for reimbursable expenses. This value can be overwritten in the Opportunities Hub.
   • Consultants - If the Consultants grid is enabled and the Estimate Type is Cost and Billing, then DPS automatically applies the value you enter here to the Planned Cost to extend the Planned Billed amount for reimbursable expenses. This value can be overwritten in the Opportunities Hub.
8. Use the Clauses grid to set up and save clauses that can be used in Opportunity Service Estimate reports. The codes/clauses you enter here appear as selectable options on the General tab of the Opportunity Service Estimate report. You can set up separate clauses here for both the top and bottom of the report (the top/bottom options are available on the General tab in the Opportunity Service Estimate report). For example, a top clause may read "Please quote us your firm price for the following goods." A bottom clause may read "Please indicate all prices FOB our place of business."

   To set up separate clauses for the top and bottom of the report, select one of the following actions:

   • New Clause - Click + Add Clause. Enter the code for the type of clause and the clause. For example: Please quote us your firm price for the following goods. Click to open the Clauses dialog box and format the text.
   • Copy an existing clause that is similar to a new clause that you want to add - Select a clause and click Copy, then edit the copied clause.
   • Delete an existing clause - Select a clause and click Delete.

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

9. Click Save to save your changes.