Manage and create a fit for every mobility scenario with the Cost Estimate Templates. Eliminate the hassle of individually reviewing each cost estimate, while also being able to add or modify estimates on the go.
Accessing Cost Estimate Templates
To navigate to Cost Estimate Templates, click on your Profile icon on the top right corner to open the drop-down menu, and click "Settings" to open the Settings screen.
Then locate the Cost Estimate Templates setting and click "Manage" to open the Cost Estimate Templates screen.
How do I create Cost Estimate templates?
On the Cost Estimate Templates screen, select the "Plus" button or "Add Template" to add a new template.
Once created, you will be greeted with two sections:
Cost Estimate Line Item Configuration
This section shows all line items related to the move type selected.
You can click on the toggle to include certain line items on the cost estimate, by toggling it off, the line item will not appear on the Cost Estimate if the template is used on a case.
On some line items, Assumptions are configurable, these are options that can be configured to change the output of the calculation depending on the option selected.
For example, we can select the type of Airfare Class for our Transporation Allowance and this will change the overall computation for the Allowances on this cost estimate template.
Cost Estimate Template Details
You can rename your template in this section by clicking on the name. Type ahead and it will automatically save the name.
You can also select the move type for the Cost Estimate template, changing the move type will affect the line items depending on the context of the move. In some move types, there are further options that we can select depending on the calculation (e.g for Long Term Assignment, you can choose if the cost estimate is using Equalization or Grossup Only calculations)
By ticking the "Set as Primary" checkbox, primary templates will be used whenever a new cost estimate is created on a case.
Click on the "Save" button to apply the changes to the Cost Estimate template.
How do I use Cost Estimate templates?
When setting a Primary cost estimate template, every cost estimate created for a case will be using the primary template by default.
If we plan to change the template, open the cost estimate on a case and select the three-dotted icon on the cost estimate details. Then select "Change Template".
A modal will appear with the list of templates available for the move type. Click on a template to change the cost estimate. Selecting a different template will instantly change the estimate based on the configuration of the template.
How do I delete Cost Estimate templates?
On the Cost Estimate Templates screen, click on the three-dotted icon beside the Cost Estimate Template item. Then select "Delete" to clear the template from the list.