To create a bottom up or effort-based estimate for your fee you can quickly enter in the effort against resources and classifications.
1. Select the Assign Resources or Classifications icon next to the deliverable you want to do the estimate for.
2. A list of available rate classifications and any resources assigned to the project will appear. The list can be filtered to show classifications, people or both. When filtered for people it will show any resources assign to the project in the Resources module Team view. If you need to add people, it needs to be done in that view.
3. Enter the hours against the people, classifications or a combination of both to create your first pass at the estimate. The rates used are charge rates that come from the rates table in Configuration > Resources > Resource Rates for Classifications or from the rate assigned to an individual person. Rates are set by your system administrator.
4. The charge rates are indicative and do not have to be used for this contract. You can edit the rates to adjust as well as the hours quantity to get the estimate you need.
5. Select the blue Rollup arrow to return to the full list of deliverables and repeat the effort estimate for the remaining deliverables.
6. To view the list of deliverables without the assignments, use the Depth filter to select the level you want to view. The deliverables will then display as lump sums.
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