Use the Sections tab to change section headings and total labels and specify whether or not labor descriptions and labor categories are to be broken out into separate lines.
Contents
The headings and total labels that are available on this tab are determined by options in Opportunity Settings. For example, if
Enable Expenses Grid is not selected on the Service Estimates tab of Opportunities Settings, this tab does not display the
Expense Heading and
Expense Total label fields.
| Field | Description |
|---|
| Labor Heading
|
Enter the heading for the Labor section.
|
| Labor Total
|
Enter the label for the Labor total.
|
| Unit Heading
|
Enter the heading for the Unit section.
|
| Unit Total
|
Enter the label for the Unit total.
|
| Expense Heading
|
Enter the heading for the Expense section.
|
| Expense Total
|
Enter the label for the Expense total.
|
| Consultant Heading
|
Enter the heading for the Consultant section.
|
| Consultant Total
|
Enter the label for the Consultant total.
|
| Break Out Description and Generic Resource
|
Select this option to group by labor description and to break out by generic resource.
|
| Show Rates
|
Select this check box to display labor hours and billing rates. This option is only available if you select
Break Out Description and Category.
|
| Summarize by Labor Description
|
Select this option to summarize amounts by labor description. This option results in a format similar to that for a fee-based invoice.
|
| Summarize by Generic Resource
|
Select this check box to summarize amounts by generic resources. This option results in a format similar to that for a time and materials invoice.
|
| Show Math for Unit Detail
|
If you entered unit information in the Opportunities hub, select this check box to display detail of the calculation of unit costs. For example, in addition to the $2,000.00 amount for a 2-person field crew unit, the report would display the number of days and the rate used to calculate the amount.
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