Fee Estimator Roles

Fee Estimator Roles are used in CMap to build Budgets and a Default Role is also assigned to each CMap User to enable effective tracking of their charge and cost rates. The Fee Estimator Admin Tool can be used to add, rename and archive Fee Estimator Roles.

In this article, you'll learn how to:

  • Add a new Role
  • Edit an existing Role
  • Archive a Role
  • Restore archived Roles

Add a new Role

1. From you Dashboard, head into the Finance area and under the heading ROLES & RATES, you’ll see Fee Estimator Roles.

2. Select the Office and Team from the drop-down lists available. Then click  at the top of the grid. 

3. Enter the name for the Role. CMap automatically populates the “Plural” form for the role and also a short “Code”

You can manually edit these by typing directly into the text box.

4. Next, select the Role Family this role belongs to from the drop-down list. You can only select one Role Family from the list.

5. Finally, click Add Role and a pop-up box will appear. Here, enter the Rate for the new Role against the Rate Cards. If the rate is “0”, this means that the Rate is either inconsistent, or has been set as that value.

Only active rates and any archived rates linked to potential or live projects are shown here.

6. Click Save and the Rate for the new Role against the Rate Cards will be saved.

Edit an existing Role

1. Go into the Finance tab, find the Manage Fee Estimator Roles tool and click it.

2. Select the appropriate Office and Team from the dropdown list.

3. Click the  icon next to the appropriate Role. Make any edits required.

4. Click .

Archive a Role

1. Go into the Finance tab, find the Manage Fee Estimator Roles tool and click it.

2. Select the appropriate Office and Team from the drop-down list.

3. Click the  icon next to the appropriate Role

4. A pop-up box will appear asking you to confirm whether you are sure you want to archive this budget role. Click Yes.

Restore archived Roles

1. Go into the Finance tab, find the Manage Fee Estimator Roles tool and click it.

2. Select the appropriate Office and Team from the drop-down list.

3. Click the Show Archived Roles link at the top of the grid. This will show you the full list of roles that have been archived.

4. Clickand a pop-up box will appear, asking whether you are sure you want to unarchive the budget role. Click Yes.

It will now appear in the Fee Estimator Roles list.

Hey presto! Hopefully You should now be able to manage your Fee Estimator roles using the tool. This will allow you to keep track of what roles are available for users to select when creating building budgets.

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