Estimate List

The Estimate List lets you see and work on a proposal's resource estimates in a flattened view. Unlike the Estimates page, there's no need to select PBS elements individually before viewing or changing data. Everything is laid out for you in a sortable and searchable grid.

To start using the Estimate List, make sure your proposal has a PBS element with at least one task and resource in it already.

Open the Estimate List by selecting a proposal on the Proposals page and clicking More Actions > Estimate List.

If your proposal has resources that are no longer in the direct rate table, the resource names will be red.

Settings

To open the Estimate List settings, right-click the grid, then select Settings.

Setting Description
Show Filtering Show the filter row above the Estimate List columns. You can filter each column to narrow down data in the grid.
Reset Reset the Estimate List grid to its original layout.

Add an estimate

  1. At the top of the Estimate List, click . Alternatively, right-click the grid, then select Add Estimate.
  2. Select an existing PBS element, task, and resource in the proposal. No new estimates can be added to the proposal through the Estimate List until a PBS element has at least one task and resource.
  3. Enter the estimated amount of hours, units, or cost.
  4. Click Process.

Delete an estimate

  1. Select a row of resource estimate data.
  2. At the top of the Estimate List, click . Alternatively, right-click the grid, then select Delete Estimate.
  3. In the form that appears to confirm to deletion, click Yes.
To delete multiple rows simultaneously, click , select the rows, then click .

Edit an estimate

Double-click a cell to edit it. The following information in the Estimate List is editable:

  • Name
  • Resource
  • Custom resource field values
  • Indirect pool
  • Accounting calendar
  • Curve
  • Start and end dates
  • Spread amount
  • Discrete estimates

Change how estimates are displayed

As on the Estimates page, you can display estimates in different ways. At the top-right of the Estimate List, select H/U/C for hours/units/cost, or Equiv. Heads for equivalent heads.

Search the Estimate List

The Estimate List has two different Search functions. One is for searching the data in the entire list, while the other is for finding a specific column by name.

Show or hide color badges

Color badges help you identify values or entries in the Estimate List. They appear in columns that are task fields or resource fields if those fields have predefined values. Each value gets a unique color, so you can easily see where it's been used.

Export to CSV or Excel

You can enter a name for the spreadsheet that will be created when you export your grid to a CSV or an Excel file.

Right-click anywhere in the grid, point to Export, then select CSV Export or Excel Export.

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