SM Service Detail Form

Use the SM Service Detail form to set up summarized cost estimates for agreement services.

Access this form by clicking Details in the Budget Section of the Info tab in SM Service.

The labor, material, equipment, subcontract, and/or other cost estimates you set up here will be used to calculate the total estimated cost for the agreement service.

For agreement services with a Time of Service, Rate Template pricing method, you can also enter markup rates for your cost estimates to derive pricing estimates. The system will use the cost estimates and pricing estimates to determine the estimated profit for the agreement service.

Note: If you prefer to enter cost estimates at a more detailed level, use the Material, Equipment, Labor, and Misc tabs on the agreement service. You can use the detailed cost estimates to derive the Cost Total for the quote by selecting the Derive check box. If you previously entered summarized cost estimates, they will be left intact. However, when you create the work order (via SM Generate PM Work Orders), the system will use the detailed cost estimates to populate the summarized cost estimates on the work order scope.

For more information about cost estimate detail, see About Setting up Required Resources for an Agreement Service.

Click the following link for more information about using this form.

Enter Summarized Cost Estimates for Agreement Services