Resource estimates

Resources accomplish the work in a task. On the Estimates page, you can assign a resource to a task directly by inputting the estimated level of effort in the appropriate intersecting grid cell. The hours/units/cost value you enter in the cell is called a resource estimate. For more accuracy, open the resource estimate details and enter your data there.

At any time, you can edit the information in custom resource fields. You can also create new values for custom fields while editing a resource.

All available resources and direct rates come from a proposal's direct rate table. Some resource information in the table, such as accounting calendars and indirect pools, can be overridden in a proposal.

Each time you select a resource from a direct rate table and add it to a proposal, you must give the resource a unique name in Contractor Essentials. This name is called a resource alias. If you use the Resource Alias Naming feature in your system settings, Contractor Essentials will automatically name your proposals' resources.

Resources you've added to proposal breakdown structure (PBS) elements could later become invalid if they are no longer in the proposal's direct rate table. You might encounter invalid resources after assigning a different table to the proposal, or after synchronizing the proposal with your global data. Invalid resources will be highlighted red in the grid, like this: