SCPQ - Create Estimates

API Name: CreateEstimates

This allows the user to create edit and view estimates estimate templates and their related records with the exception of skills.

Salesforce Standard Objects and Fields Permissions

The table lists the Salesforce standard objects requiring CRUD (Read, Create, Update, and Delete) access and fields requiring field-level security access needed for this permission set.

Type	Item	Permission
Field Permission	Opportunity.AccountId	Read

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

Type	Item	Permission
Application Access	Services_CPQ_Lightning	Visible
Apex Class Permission	AsyncApexJobProgressController	Enabled
	EstimateBuilderController	Enabled
	AddFromTemplateController	Enabled
	BryntumGridController	Enabled
	ME_MoveEstimateDatesController	Enabled
	CPQCustomSettingController	Enabled
	CreateEstimateModalController	Enabled
	OpportunityEstimateSummaryController	Enabled
	LookupSearchController	Enabled
	LookupController	Enabled
	EstimateDateController	Enabled
	MassRateOverrideController	Enabled
	ManageEstimateProductsController	Enabled
	EstimateSearchGridController	Enabled
	LoadFieldSet	Enabled
	PermissionsController	Enabled
	RateCardController	Enabled
	RoleRequestManagerController	Enabled
	SObjectSaveController	Enabled
	SObjectController	Enabled
	UpliftRatesController	Enabled
Field Permission	Estimate__c.Account__c	Edit, Read
	Estimate__c.Amount__c	Edit, Read
	Estimate__c.Billing_Type__c	Edit, Read
	Estimate__c.Cost_Contingency__c	Edit, Read
	Estimate__c.Apply_Discount_To_Cost_Contingency__c	Edit, Read
	Estimate__c.End_Date__c	Edit, Read
	Estimate__c.Description__c	Edit, Read
	Estimate__c.Cost__c	Edit, Read
	Estimate__c.Expense__c	Read
	Estimate__c.Apply_Discount_To_Expense__c	Edit, Read
	Estimate__c.Group__c	Edit, Read
	Estimate__c.Is_Primary__c	Edit, Read
	Estimate__c.Project__c	Read
	Estimate__c.Opportunity__c	Edit, Read
	Estimate__c.Is_Template__c	Edit, Read
	Estimate__c.Is_Pushed_To_Opportunity__c	Read
	Estimate__c.Percent_Global_Discount__c	Edit, Read
	Estimate__c.Percent_Discount__c	Read
	Estimate__c.Practice__c	Edit, Read
	Estimate__c.Region__c	Edit, Read
	Estimate__c.Stage_Name__c	Edit, Read
	Estimate__c.Start_Date__c	Edit, Read
	Estimate__c.Global_Discount__c	Read
	Estimate__c.Discount__c	Read
	Estimate__c.Duration__c	Read
	Estimate__c.Margin__c	Read
	Estimate__c.Net_Amount__c	Read
	Estimate__c.Percent_Margin__c	Read
	Estimate__c.Role_Request_Uplift_Percentage__c	Edit, Read
	Estimate__c.Role_Request_Uplift_Cut_Off_Date__c	Edit, Read
	Estimate_Product__c.Product__c	Read
	Estimate_Role_Request__c.Bill_Rate_Override__c	Edit, Read
	Estimate_Role_Request__c.Cost_Rate_Override__c	Edit, Read
	Estimate_Role_Request__c.Average_Cost_Rate__c	Read
	Estimate_Role_Request__c.Estimate_Task__c	Edit, Read
	Estimate_Role_Request__c.External_Resource__c	Read
	Estimate_Role_Request__c.Group__c	Edit, Read
	Estimate_Role_Request__c.Estimate_Product__c	Edit, Read
	Estimate_Task__c.Estimate_Product__c	Edit, Read
	Estimate_Line_Set__c.Estimate_Product__c	Edit, Read
	Estimate_Role_Request__c.Practice__c	Edit, Read
	Estimate_Role_Request__c.Region__c	Edit, Read
	Estimate_Role_Request__c.Requested_Bill_Rate__c	Read
	Estimate_Role_Request__c.Resource_Request__c	Read
	Estimate_Role_Request__c.Source_Estimate__c	Read
	Estimate_Role_Request__c.Suggested_Bill_Rate__c	Read
	Estimate_Role_Request__c.Percent_Discount__c	Edit, Read
	Estimate_Role_Request__c.Schedule__c	Read
	Estimate_Role_Request__c.Estimate_Line_Set__c	Edit, Read
	Estimate_Role_Request__c.Order__c	Edit, Read
	Estimate_Role_Request__c.External_Resource__c	Edit, Read
	Estimate_Task__c.Bill_Amount__c	Read
	Estimate_Task__c.Cost_Amount__c	Read
	Estimate_Task__c.End_Date__c	Edit, Read
	Estimate_Task__c.Hours__c	Read
	Estimate_Task__c.Margin__c	Read
	Estimate_Task__c.Net_Bill_Amount__c	Read
	Estimate_Task__c.Order__c	Edit, Read
	Estimate_Task__c.Source_Estimate__c	Read
	Estimate_Task__c.Start_Date__c	Edit, Read
	Estimate_Task__c.Percent_Discount__c	Edit, Read
	Estimate_Task__c.Estimate_Line_Set__c	Edit, Read
	pse__Project_Source__c.Source_Estimate__c	Edit, Read
	pse__Project_Source__c.Source_Estimate_Product_Instance__c	Edit, Read
	Estimate_Line_Set__c.End_Date__c	Edit, Read
	Estimate_Line_Set__c.Start_Date__c	Edit, Read
	Estimate_Line_Set__c.Order__c	Edit, Read
	Estimate_Line_Set__c.Milestone__c	Edit, Read
	Estimate_Line_Set__c.Billing_Type__c	Edit, Read
	Estimate_Line_Set__c.Net_Bill_Amount__c	Read
	Estimate_Line_Set__c.Fixed_Price_Margin_Percent__c	Edit, Read
	Estimate_Product__c.Default_Billing_Type__c	Read
	Estimate_Product__c.Default_Fixed_Price_Margin_Percent__c	Read
	Estimate_Product__c.Is_Active__c	Read
	Estimate_Product__c.Product__c	Read
	Estimate_Product_Instance__c.Order__c	Edit, Read
	Estimate_Product_Instance__c.End_Date__c	Edit, Read
	Estimate_Product_Instance__c.Billing_Type__c	Edit, Read
	Estimate_Product_Instance__c.Is_Pushed_To_Opportunity__c	Read
	Estimate_Product_Instance__c.Fixed_Price_Margin_Percent__c	Edit, Read
	Estimate_Product_Instance__c.Is_Processing__c	Read
	Estimate_Product_Instance__c.Project__c	Read
	Opportunity.pse__Region__c	Read
	Opportunity.pse__Practice__c	Read
	Opportunity.pse__Group__c	Read
Object Permission	Estimate__c	Create, Read, Edit
	Estimate_Product__c	Read
	Estimate_Product_Instance__c	Create, Read, Edit, Delete
	Estimate_Product_Item__c	Read
	Estimate_Task__c	Create, Read, Edit, Delete
	Estimate_Role_Request__c	Create, Read, Edit, Delete
	Estimate_Line_Set__c	Create, Read, Edit, Delete
	pse__Time_Period__c	Read
	Estimate_Time_Period_Override__c	Create, Read, Edit, Delete
	pse__Schedule__c	Create, Read
	pse__Region__c	Read
	pse__Practice__c	Read
	pse__Grp__c	Read
	pse__Proj__c	Read
Tab Permission	Services_CPQ_Workspace	Visible
	Estimate__c	Visible