Quick Add resource estimates

  1. On the Estimates page, select a PBS element.
  2. Above the grid, click More ActionsQuick AddResource Estimates.
  3. Distribute each resource estimate with a spread curve in a separate row.
    • An asterisk in a column name means that the information is required.
    • If you're unsure what to enter, see the following table to learn more.
  4. Click Create resource estimates.
Task* Select the task that the resource estimate will be added to.
Name* Select the resource whose level of effort you are estimating.
Amount* Enter the resource’s total hours/units/cost.
Curve Select the spread curve that will distribute the hours/units/cost in the task.
Start Date & End Date Enter spread period dates that fall within the task’s dates. Leave them blank to spread the resource estimate over the full length of the task.

If the proposal's period of performance dates have not been set, you will see the Offset and Duration columns instead.

Offset To delay the start of the spread period, enter the number of months to delay it by. Leave Offset and Duration blank to spread the resource estimate over the full length of the task.

If the proposal has period of performance dates, you will see the Start Date and End Date columns instead.

Duration Enter the number of months that the spread period will last. Leave Offset and Duration blank to spread the resource estimate over the full length of the task.

If the proposal has period of performance dates, you will see the Start Date and End Date columns instead.

Profit/Fee Enter a profit/fee rate for the resource estimate. This overrides the task-level rate and proposal-level rate. It also overrides the default rates in the indirect rate table.
Delete To remove rows of information, select the rows, then click Delete.
Want spreadsheet data without typing everything in Quick Add cell by cell? Select all spreadsheet cells to copy, press Ctrl+C, click an empty cell in Quick Add, then press Ctrl+V.

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