Travel estimates

Your proposal's travel information includes all the trips that are necessary to complete a contract. The trip destinations and their travel expenses come from a travel rate table.

You can upload a travel rate table to the Pricing proposal settings. Additionally, the Estimates proposal settings have options for the Per Diem and Miscellaneous travel expenses.

On the Estimates page, once you've added a trip to a proposal breakdown structure (PBS) element, you can specify how many times that trip will occur in individual tasks. You can also adjust the quantity and rate of each travel expense in the trip. If you need to use the latest rates from your travel rate table, you can update a trip's expenses.

Contractor Essentials calculates the total cost of a trip in a task according to the travel estimate details you enter. Since travel estimates appear automatically after being calculated, you can only change the travel estimate details.

Trips you've added to PBS elements could later become invalid if they no longer match the destinations in the proposal's travel rate table. You might encounter invalid trips after assigning a different table to the proposal, or after synchronizing the proposal with your global data. Invalid trips will be highlighted red in the grid, like this: