Configuration and Security Considerations for Opportunity Fee Estimates
Before you can use Fee Estimates, your system administrator must enable the feature.
To enable the feature, your system administrator selects the Project Fee Estimate check box on the General Tab of .
When configuring fee estimates, system administrators use the following guidelines:
- To enable fee estimates for opportunities, select Enable Fee Estimate on the Fee Estimate tab of .
- To conduct work in Germany and meet the regulations that are specified by the government's Official Scale of Fees for Services by Architects and Engineers, select the Enable German Scale of Fees option on the Fee Estimate tab of .
- To specify the cost groups and functional groups that are available for fee estimates, use the Cost Groups and Functional Groups tabs of .
- To configure the service profiles that are available for fee estimates, use the General, Service Phases, Cost Groups, Functional Groups, and Company Access tabs of .