Appirio is committed to delivering best in class consulting experiences and software tools. To that end, we are pleased to announce the latest release of Estimator, our scoping and estimating app.
Estimator is a dynamic, intuitive app that works on the Salesforce platform. The tool speeds up and simplifies the Professional Services scoping and estimating process. And while it works on the Salesforce platform, it is an extremely powerful tool for scoping and estimating any Professional Services project.
This new release includes support for multiple time frequencies, efficient ways to add and manage costs and expenses within the timeline, expanded detailed Milestone management, resource filtering on the timeline, support for multiple currencies – all on one timeline, and performance improvements.
Timelines Now Support Monthly, Quarterly, and Yearly Frequencies
In the Timeline, new time frequencies are now available. Choose from weekly, monthly, quarterly, and yearly giving you flexibility to create a variety of timelines.
Ability to Capture Detailed Travel & Expenses and Other Costs
When creating a timeline, you can now add detailed travel & expenses and other costs right to your timeline and in the associated time period. Above the timeline, see the ASM (As-Sold-Margin) impact, giving you the ability to adjust your expenses to align with your budget.
More Detailed Milestone Management
Milestone handling has been improved. You can now add details to your Milestones in a new pop-up window. Available milestones types include Invoicing, Revenue, and Deliverables. Once added, simply rollover the milestone to view the details.
Resource Filtering on the Timeline
To ease the management of your assigned resources, use the new filter icon in the timeline to see your resources by Practice, Region, or Currency.
Support for Rate Cards with Multiple Currencies on One Timeline
You can add resources in multiple currencies on one timeline. Estimator also supports both onshore and offshore rates and calculates totals for both including a blended rate total.
To continuously improve your experience, this release includes enhancements to the overall performance of the Estimator app.
Estimator is a powerful scoping and estimating tool that can improve your speed and accuracy. And it just got even better!
Want to learn more? Schedule a demo with us. We’ll show you how Estimator takes the guesswork out of creating accurate estimates.
- Getting Project Scope Right
- Take the Guesswork out of Creating Accurate Estimates
- 9 Tips for More Accurate Project Scope
- How to Deliver More Accurate Project Estimates in Less Time
- Estimator Datasheet
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