Estimates Permissions

The following information describes the estimates-oriented Permissions that can be assigned to user roles.

Add/Modify Pay Code Overrides

Suppose you have permissions enabled that allow you to modify an estimate. This permission will allow you to enter Pay Code Overrides on the Service Details screen after drilling into an opportunity service in an estimate.

Adjust General Conditions

Allows you to add general conditions to a work order estimate or to modify general conditions previously added to a work order estimate.  

Adjust Total Price by % 

Enables you to adjust overall pricing for an opportunity, either at the service level by adjusting the service price for all services or at the kit item level by adjusting individual item costs.  If you have these permissions, the Adjust Service Pricing and the Adjust Kit Item Cost options become available in the menu at the top of the Estimating screen. 

Allow Negative Item Quantity 

Allows negative item quantities within an estimate for a change order for work order opportunities. If you do not have this permission, Aspire will ignore "-" (negative symbol) key when you type it.  Effectively preventing the entry of negative numbers. You must have permission to create or edit opportunities and estimate items for this permission to have relevance.  Related permissions: Add Opportunity, Edit My Opportunity, Edit All Opportunities, View Opportunities, and Edit Estimate Item. 

Allow One-Time Items 

Allows you to add one-time items to estimates. These items do not exist in the item catalog and will be added to the current estimate only. When adding an item to the estimate, if you have this permission, the first item in the drop-down for selecting item names is New One Time Item, which will allow you to type the name of an item not in the item catalog. You must have permission to create or edit opportunities and estimate items for this permission to have relevance.  Related permissions: Add Opportunity, Edit My Opportunity, Edit All Opportunities, View Opportunities, and Edit Estimate Item. 

Edit Estimate Items 

Allows you to edit the opportunity estimate at the item level. If this permission is assigned, you can drill into the items on the estimate and change factors and costs. To reduce the hours on a labor item's factor for a kit, the Maximum % to Reduce Hours permission value must be set, and your change is constrained to that limit. You must have permission to create or edit opportunities for this permission to have relevance.
Related permissions: Add Opportunity, Edit My Opportunity, Edit All Opportunities, View Opportunities. Additionally, the permissions Allow One-Time Items and Allow Negative Item Quantity affect your ability to edit items.

Edit Estimate Pricing Percent 

Allows you to override the pricing markup percent for labor, material, equipment, sub, and others pulled in from the pricing table and the net profit percent on each service of estimates. These changes apply to the current estimate only. Access to this function is through the service on the Estimate screen by clicking on the service, then the Override Pricing option in the menu. 

Edit Serv. Invoice Type on Fixed Price Open Billing 

If you are an admin user, you can edit the invoice type of an opportunity service in a work order estimate to Fixed Price Open Billing work order. Allowing individual services within the fixed price work order to be billed on a time and materials basis. 

Edit Templates 

Allows you to save any opportunity as a template. The permission makes the Save As Template option available on the menu on the Estimate screen if you are editing a change order or on the Opportunity screen. Once the template has been saved, it is available in the Admin Opportunity Search Lists Screen for editing by someone with System Admin or Branch Admin permission. It is also available by division when initiating the creation of new opportunities. The Edit Template permission does not allow users access to the Administration screens. 

Make Opportunity Service Visit Checklist Items Mandatory

You can make visit checklist items mandatory for a specific opportunity instead of only at the service catalog level so that you are not required to make a system-level change for particular use case scenarios when you have the Make Visit Checklist Items Mandatory permission enabled under your user role.

• The ability to Make Visit Checklist Items Mandatory at the opportunity service level will only appear if visit checklists are enabled at the system and branch level first. 
• You can apply this to existing opportunities by resetting the opportunity status to Bidding. 
• This functionality can be applied to existing, new, and one-time visit checklist items. 
• If you mark an item as mandatory at the opportunity level, you can update the opportunity via an opportunity renewal and deselect the mandatory status. However, if the item is marked as mandatory at the service catalog level, you can not undo this status via an opportunity renewal. 

Manage Custom Columns 

If you also have System Admin permission,  this permission determines if you will see the Manage Estimate Custom Columns icon on the Administration screen. This capability allows you to add, remove, or modify custom columns on the Estimate screen. 

Maximum % to Reduce Hours 

Item specified as a percent (i.e., 10%).  When creating or modifying an opportunity estimate, it limits the % that users can reduce the hours based on the pre-established hours on a labor items factor for a kit. You must also have permission to view and add or edit opportunities and must have Edit Estimate Items permission to edit the items on an estimate. 

Maximum % to Reduce Price 

When creating or modifying an opportunity estimate, limits the % that you can reduce the pricing for a service on the Estimate screen relative to the pre-established pricing on the service. You must also have permission to view and add or edit opportunities. Related permissions: Add Opportunity, Edit My Opportunity, Edit All Opportunities, View Opportunities.  

Permit Unbalanced Payment Schedule

When a job is won, Aspire requires that the payment schedule for fixed-price contracts totals the dollar amount estimated for the contract.  This permission allows you to win jobs for which the total in the payment schedule does not match the estimated dollars on the opportunity.  This validation occurs when you choose the Won option on the Actions menu of the Opportunity screen.