Edit Fee Estimator Templates

The Fee Estimator Template Tool allows you to manage your Fee Estimator Templates, including editing (PSA only), renaming and archiving when they are no longer required. Fee Estimator Templates are a time-saver for users setting up Project Fee Estimators and also drive consistency in budgeting and billing for similar projects.

In this article, you'll learn how to:

  • Edit an existing Template
  • Archive a Template

Edit an existing Template

1. From your Dashboard, head to CMap's Admin area by clicking on the  icon, found on the right-hand side of the page.

2. Under the heading TEMPLATES, click Fee Estimator Templates.

3. Select the appropriate Office from the drop-down list.

All the saved Fee Estimator Templates you have saved to that Office will be listed.

4. Locate the Fee Estimator Template you wish to remove and click the next to it. You will be taken to the Template. 

Here, you can perform the following activities:

Drag & Drop Fee Stages and Tasks

Next to each Fee Stage and Task, you’ll see the mceclip0.pngicon. Click on the Fee Stage or Task you wish to reorder and drag it to where you’d like it to appear. When you release the mouse, the Fee Stage or Task will be repositioned.

Clean the Budget

Some Tasks may not be required for the project and therefore have no Days/Hours budgeted to them. Rather than deleting each Task one-by-one, you can simply Clean the Budget to strip out any Tasks that are not required in the project.  

Click the Actions menu towards the top-right of the screen and select Clean the Budget from the list of options.

CMap will automatically delete any Tasks which have no Days/Hours budgeted to them, making your Fee Estimate nice and neat.

Add extra Fee Stages and Tasks

Add an additional Fee Stage

Locate the Add Fee Stage button above the Additionals area. Give it a suitable name and click Save to add it to your Fee Estimate.mceclip1.png

Add additional Tasks

Start by adding a suitable name for the Task in the text box located under the relevant Fee Stage heading and click Add Task.mceclip2.png

You can use the Drag & Drop feature to put the Fee Stage or Task in its relevant place in the delivery process. See guidance at the beginning of this article.

Change the Rate Card

The Fee Estimator defaults to your Standard Rate Card (which is set in the Admin area). You may have client-specific rate cards, geographical rate cards, etc. To apply those Rates, you need to select the relevant rate card.

Click into the Rate Card drop-down found at the top-left of the Fee Estimator (next to the Customise Rates link in blue and select the relevant Rate Card from the list of options.

mceclip3.png 

CMap will automatically update your Fees based on the Charge Out Rates of the selected Rate Card.

Add and Remove Roles

Add Roles

1. In the light blue Task bar, click the blue Add a Role button.mceclip4.png

2. A pop-up box will appear. Select the Office and relevant Role from the drop-down list click Save.

Remove Roles

To remove a Role, you need to ensure there’s no Days/Hours budgeted to the role, and then you have two options:

  • Click on the Role name. A pop-up box will appear. Select Remove Role. Select Yes to confirm you wish to remove the budget role.
  • Use the Clean the Budget tool, following the instructions above in this guide.

Add, Edit and Remove Additionals

Additionals are found in a blue band below the Fee Stages.

mceclip5.png

Add an Additional

Enter a Description of Item in the blank text box e.g., 'Printing Costs', 'Consultant', etc. and then enter a Value for Cost Price and Sale Price. Once complete, click Add Item.

Edit an Additional

Use the mceclip6.pngicon to alter the fields and click Save once complete.

Remove an Additional

Click the 36dc57c907184b055f6dc9476337e44ced7d2b21f8346fca9c374af7b0a21da3.png icon and CMap will ask 'Are you sure you want to delete this additional cost?'.  Click Yes to delete the Additional.

Add, Edit and Remove Adjustments

Adjustments are found in a blue band below the Additionals.

mceclip8.png

Add an Adjustment

Enter a Description of Adjustment in the blank text box e.g. 'Contingency', 'Discount', etc. and then enter a Value. Once complete, click Add Adjustment.

Edit an Adjustment

Use the  mceclip6.png to alter the fields and click Save once complete.

Remove an Adjustment

Click the 36dc57c907184b055f6dc9476337e44ced7d2b21f8346fca9c374af7b0a21da3.png icon and CMap will ask 'Are you sure you want to delete this adjustment?'. Click Yes to delete the Adjustment.

Copying Tabs in the Fee Estimator

We've added the ability to copy a tab in the Fee Estimator.

1. Go into the Fee Estimator of your chosen project.

2. Click on the tab that you wish to copy and click on the Edit Pencil of that tab.

 A number of options will appear – SaveDeleteCopy and Cancel

3. Click on the Copy option and a box will appear with the question ‘Are you sure you wish to copy this tab?’  Click on Yes and the tab will be copied.

Once the new tab is created, you can rename it, delete it or copy it by using the options in the Edit Pencil of the new tab.

Archive a Template

1. Head back into Fee Estimator Templates Tool in the Admin section. 

3. Select the appropriate Office from the drop-down list.

All the saved Fee Estimator Templates you have saved to that Office will be listed.

4. Locate the Fee Estimator Template you wish to remove and click the  next to it.

5. A pop-up box will appear to confirm whether you wish to archive the template. Click Yes.

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