Fee Estimator

Summary

In Project Operations, the Fee Estimator helps users define project estimates and budgets across different phases. Users can switch between versions to build estimates in one place and make changes easily in the Fee Estimator Spreadsheet. It ensures all estimates are stored in Dataverse for future reference and can be used during project execution. This functionality enables an efficient and organized estimating process for the Sales Team.

The Fee estimator allows users to create “Opportunity Line Estimates” where Labor and Expenses are forecasted during the opportunity lifecycle.

• Multiple Estimate versions can be created for the same Opportunity line.
• Estimate versions can be Copied and/or Duplicated whenever necessary.

Users can easily plan budgets for different project stages in one place, switch between estimate versions and make changes in the same spreadsheet. All estimates are securely stored for future reference.

Project Operations item(s)

• Sales >Opportunities >Select the Opportunity > Select the Opportunity Line > Fee Estimator tab

New data model’s data entities

• vs360_opplineestimateheader
• vs360_opplineestimatetask
• opportunityproduct
• vs360_opplineestimateitem
• vs360_opplineestimate
• bookableresource
• bookableresourcecategoryassn
• bookableresourcecategory
• Resource
• Opportunity

Synapse link approach tables

• vs360_opplineestimateheader
• vs360_opplineestimatetask
• opportunityproduct
• vs360_opplineestimateitem
• vs360_opplineestimate
• bookableresource
• bookableresourcecategoryassn
• bookableresourcecategory
  

Field level functional description

• Bookable Resource: Identifier or name of the resource that can be booked.
• bookableresourcecategoryassnid: Identifier for the bookable resource category assignment, used to classify resources for scheduling and reporting.
• Estimate_Header: The main header or summary for the estimate record, providing a high-level description of the estimate.
• ExchangeRate: The exchange rate applied for currency conversion in the estimate.
• opportunityproductname: The name of the product associated with the opportunity, used for product-level tracking.
• OpportunityLineDescription: Details about the specific opportunity line item, describing what is being estimated or sold.
• OpportunityName: The name or title of the opportunity, providing context for the estimate.
• OpportunityNumber: The unique number identifying the opportunity, used for tracking and reference.
• PositionName: The name of the position or role involved in the estimate, such as consultant or engineer.
• priceperunit: The price per unit for the estimated item or service, used in cost calculations.
• ResourceCategoryName: The category or type of resource, such as developer, manager, or contractor.
• ResourceName: The name of the resource, identifying the individual or asset.
• ResourceType: The type or classification of the resource, such as internal or external.
• TaskDescription: Describes the specific task or activity being estimated, providing detail for project planning.
• TotalAmount: The total estimated amount for the line item, representing the overall cost or revenue.
• TotalHours: The total number of hours estimated for the task or resource, used for effort and cost estimation.
• vs360_companyname: The name of the company associated with the estimate (custom field), for organizational reporting.
• vs360_duration: The duration of the task or estimate (custom field), used for scheduling and planning.
• vs360_enddate: The end date for the estimate or task (custom field), indicating when the work is expected to finish.
• vs360_estimatedate: The date the estimate was created or modified (custom field), for version control and auditing.
• vs360_includeinbi: Boolean flag indicating if the record should be included in BI reporting, controlling data visibility.
• vs360_itemname: Custom field for item name or description, providing additional detail for the estimate.
• vs360_level: The hierarchical level of the item in the estimate (custom field), used for structuring complex estimates.
• vs360_multiplier: Custom field for a multiplier applied to the estimate, used for scaling costs or quantities.
• vs360_multiplieroverride: Custom field for overriding the default multiplier, allowing manual adjustments.
• vs360_name: Custom field for additional naming or identification, supporting flexible labeling.
• vs360_opportunitylinename: Custom field for opportunity line name, providing further detail for reporting.
• vs360_parentname: Custom field for parent item or grouping, used for hierarchical organization.
• vs360_priceoverride: Custom field for overriding the default price, allowing manual pricing adjustments.
• vs360_project: Custom field for project identifier, supporting custom project tracking.
• vs360_projectgroupname: Custom field for project group name, used for grouping related projects.
• vs360_projectname: Custom field for project name, providing additional project context.
• vs360_resourcename: Custom field for resource name, supporting alternative naming conventions.
• vs360_rolename: The role name associated with the resource (custom field), such as project manager or analyst.
• vs360_scheduledstart: The scheduled start date/time for the task or estimate, used for project scheduling.
• vs360_startdate: The start date for the estimate or task (custom field), indicating when work is expected to begin.
• vs360_taskname: Custom field for task name or description, providing further detail for project management.
• vs360_version: The version number of the estimate or record (custom field), supporting version control.
• WBSId: Work Breakdown Structure identifier for project task tracking, used to organize tasks within a project.