Build a T&M Headcount Estimate

Combine crews, billable rates, and schedules into a priced T&M headcount estimate — with rate snapshots so your bid never silently changes.

Before you start

An estimate pulls from your library: an agreement for the holidays, an LRBU profile for the rates, and a schedule rule set for the ST/OT/DT split. Have those three in place first — the Getting started checklist walks the same order.

Build the estimate

1. In the sidebar, open Estimates and click New estimate. Give it a number, customer, and start/end dates.
2. Load the holiday snapshot from your agreement so holiday dates inside the work window price by your holiday rules.
3. Split the job into phases if the working pattern changes mid-job — pre-turnaround weeks vs. the turnaround itself.
4. Add craft lines: each pairs a craft & rate class (snapshotted from your library, or manual rates) with a schedule rule set.
5. Open the Headcount grid tab and type crew counts per craft per day. The rollup — hours and dollars by ST/OT/DT — recalculates as you go.

Good to know

• Library rates are snapshots: the estimate keeps the numbers it was priced with even if the library changes later.
• All the math runs server-side to the cent — what you see in the grid is exactly what exports.
• Once you've built a few estimates, roll them up and compare your rates over time — see Compare & report.