Quick Add discrete resource estimates

Use Quick Add to enter discrete estimates for multiple resources at once. Alternatively, you can go to the estimate details of each resource to enter hours/units/cost discretely, but you'll save more time with Quick Add.

  1. On the Estimates page, select a PBS element. If it has resources already, they will appear in the estimates grid to the right.
  2. Above the grid, click More Actions > Quick Add > Discrete Resource Estimates.
  3. In each row, enter a resource's monthly or yearly estimates.
    • 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 OK.
Task* Select the task that the discrete resource estimates will be added to.
Name* Select the resource whose level of effort you are estimating.
Profit/Fee Enter a profit/fee rate for the discrete resource estimates. This overrides the task-level rate and proposal-level rate. It also overrides the default rates in the indirect rate table.
Month/Year Enter hours/units/cost amounts for the resource in specific months or years, depending on the proposal's timescale.
Delete To remove rows of information, select the rows, then click Delete.
Click the Download Excel Template button to get an empty spreadsheet with the same Quick Add columns. Once you've filled the template in, you can paste everything from there in the Quick Add form.

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