Estimates > Staffing For each estimate or phase within the estimate, you can enter predicted staffing requirements. You can indicate a time span and number of hours or percentage of time that a user might be expected to work on the deal. The income from the staffing will be calculated from the billing rates of each user. Their loaded hourly costs will be subtracted from this income to give the staffing profit estimate. Note that unless you have selected "User" or "User/Project" from the "Get the Hourly and Billing Rate from" drop-down on the My Account > Company > Settings dialog box, your users will not have defined hourly rates. If you have not entered loaded hourly costs for your users (in Account > Users > [User ID] > Cost), this information will also be missing. You can enter this information in the "cost" and "rate" fields in the "Edit staffing" dialog box. You will also override any existing user billing rates and cost information for the purposes of the estimate if you enter information in these fields. Note: Users will not see the "cost" field if their roles do not allow them to "View and modify user cost." They will not see the "rate" field if their roles do not allow them to "See billing rates and budget amounts." To specify staffing requirements: 1. Click on the "Estimates" tab. 2. Click on the name of the estimate for which you want to add staffing. 3. If there are phases in the estimate, click on the phase desired. 4. Click on the "Staffing" link. 5. In the "Edit staffing" dialog box, select the name of the resource. 6. Enter the start and end dates for the work. Enter the amount of work as hours or as a percentage of the resource's scheduled time. 7. Enter a description. 8. If you need more rows, select one of the options from the "[Add]" drop-down list box. 9. Click on "Save" or "Save & next >>" (the latter button will take you either to the list of phases for expense items or directly to the "Edit expense items" dialog box if you only have one phase). If you need to change staffing information, simply edit the information in the appropriate row, and click "Save" on the "Edit staffing" dialog box. If you need to delete the row, delete the information from each field, and then click "Save."