AI Offer Validator
Checks this offer's data for blocking issues before it can be submitted.
| ✗ | Offer pricing present Add at least one priced activity in the Sales Order before submitting — this offer has no pricing. — No activities with allocated days (grand total is zero). | Fix required |
| ✗ | Invoicing method Select an invoicing method valid for a TK offer. — No method selected | Fix required |
| ✗ | Travel reimbursement Select a travel reimbursement method valid for a TK offer. — No method selected | Fix required |
AI Effort Estimator
An advisory man-day estimate built from comparable past projects. Saving records it against this offer for reference; it does not change the offer's pricing or effort grid.
Run an estimate to see the breakdown.
Comparables appear after an estimate.
Comparable Past Projects
The basis for the effort estimate. Start from the AI suggestions, then refine: remove ones that don't fit and add specific projects from the reference pool — by name, or by browsing your business line + project category.
Type a name to add directly (searches all lines), or browse the pool filtered to this offer’s business line + category. Category options change with the business line.
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✕ removes a suggestion · added projects are highlighted · the curated set is saved on this offer.
AI Travel Cost Estimator
An advisory travel-cost plan built from PQE historical trips. Estimates are auto-tagged to this offer and saved as standalone reference — they do not write into the offer budget.
Saved as a standalone estimate — it does not write into the offer budget.
Run an estimate to see the breakdown.