SCPQ - Create Projects from Estimates

API Name: CreateProjectsFromEstimates

Create projects from estimates.

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
Object Permission	Opportunity	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	BryntumGridController	Enabled
	EditProjectDetailsController	Enabled
	EstimateBuilderController	Enabled
	cpfe_CreateFromEstimateController	Enabled
	cpfe_PushToOpportunityActionController	Enabled
	cpfe_AddToProjectActionController	Enabled
	cpfe_CreateProjectActionController	Enabled
	CPQCustomSettingController	Enabled
	OpportunityEstimateSummaryController	Enabled
	EstimateSearchGridController	Enabled
	LookupController	Enabled
	OpportunityProductAccordionController	Enabled
	PermissionsController	Enabled
	RateCardController	Enabled
	RoleRequestManagerController	Enabled
	SObjectSaveController	Enabled
	ResourceRequestPreviewController	Enabled
	SObjectController	Enabled
Field Permission	Estimate__c.Account__c	Read
	Estimate__c.Billing_Type__c	Read
	Estimate__c.End_Date__c	Read
	Estimate__c.Group__c	Read
	Estimate__c.Practice__c	Read
	Estimate__c.Region__c	Read
	Estimate__c.Stage_Name__c	Read
	Estimate__c.Start_Date__c	Read
	Estimate__c.Amount__c	Read
	Estimate__c.Cost_Contingency__c	Read
	Estimate__c.Global_Discount__c	Read
	Estimate__c.Apply_Discount_To_Cost_Contingency__c	Read
	Estimate__c.Discount__c	Read
	Estimate__c.Duration__c	Read
	Estimate__c.Cost__c	Read
	Estimate__c.Margin__c	Read
	Estimate__c.Expense__c	Read
	Estimate__c.Apply_Discount_To_Expense__c	Read
	Estimate__c.Is_Primary__c	Read
	Estimate__c.Net_Amount__c	Read
	Estimate__c.Percent_Global_Discount__c	Read
	Estimate__c.Percent_Discount__c	Read
	Estimate__c.Percent_Margin__c	Read
	Estimate__c.Project__c	Read
	Estimate__c.Opportunity__c	Read
	Estimate__c.Is_Pushed_To_Opportunity__c	Read
	Estimate_Product__c.Product__c	Read
	Estimate_Product_Instance__c.Opportunity_Line_Item__c	Edit, Read
	Estimate_Product_Instance__c.Project__c	Read
	Estimate_Product_Instance__c.Is_Pushed_To_Opportunity__c	Read
	Estimate_Product_Instance__c.Billing_Type__c	Read
	Estimate_Role_Request__c.Estimate_Task__c	Read
	Estimate_Role_Request__c.Group__c	Read
	Estimate_Role_Request__c.Practice__c	Read
	Estimate_Role_Request__c.Region__c	Read
	Estimate_Role_Request__c.Average_Cost_Rate__c	Read
	Estimate_Role_Request__c.Requested_Bill_Rate__c	Read
	Estimate_Role_Request__c.Resource_Request__c	Edit, Read
	Estimate__c.State__c	Read
	Estimate_Role_Request__c.Suggested_Bill_Rate__c	Read
	Estimate_Role_Request__c.Percent_Discount__c	Read
	Estimate_Role_Request__c.External_Resource__c	Read
	Estimate_Role_Request__c.Estimate_Product__c	Read
	Estimate_Task__c.Estimate_Product__c	Read
	Estimate_Task__c.Bill_Amount__c	Read
	Estimate_Task__c.Cost_Amount__c	Read
	Estimate_Task__c.End_Date__c	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	Read
	Estimate_Task__c.Start_Date__c	Read
	Estimate_Task__c.Percent_Discount__c	Read
	Estimate_Role_Request__c.Actual_Cost_Rate__c	Read
	pse__Proj__c.pse__Account__c	Edit, Read
	pse__Proj__c.pse__Opportunity__c	Edit, Read
	pse__Proj__c.pse__Region__c	Edit, Read
	pse__Proj__c.pse__Practice__c	Edit, Read
	pse__Proj__c.pse__Group__c	Edit, Read
	pse__Proj__c.pse__Billing_Type__c	Edit, Read
	pse__Proj__c.pse__Start_Date__c	Edit, Read
	pse__Proj__c.pse__End_Date__c	Edit, Read
	pse__Proj__c.pse__Is_Active__c	Edit, Read
	pse__Project_Task__c.pse__Order__c	Edit, Read
	pse__Resource_Request__c.pse__Average_Cost_Rate_Currency_Code__c	Edit, Read
	pse__Resource_Request__c.pse__Average_Cost_Rate_Number__c	Edit, Read
	pse__Resource_Request__c.pse__End_Date__c	Edit, Read
	pse__Resource_Request__c.pse__Group__c	Edit, Read
	pse__Resource_Request__c.pse__Practice__c	Edit, Read
	pse__Resource_Request__c.pse__Resource_Role__c	Edit, Read
	pse__Resource_Request__c.pse__Region__c	Edit, Read
	pse__Resource_Request__c.pse__Requested_Bill_Rate__c	Edit, Read
	pse__Resource_Request__c.pse__SOW_Hours__c	Edit, Read
	pse__Resource_Request__c.pse__Suggested_Bill_Rate_Currency_Code__c	Edit, Read
	pse__Resource_Request__c.pse__Suggested_Bill_Rate_Number__c	Edit, Read
	pse__Resource_Request__c.Estimate__c	Edit, Read
	pse__Resource_Request__c.pse__Notes__c	Edit, Read
	pse__Project_Task__c.pse__Start_Date_Time__c	Edit, Read
	pse__Project_Task__c.pse__End_Date_Time__c	Edit, Read
	pse__Project_Task_Assignment__c.pse__Resource_Request__c	Edit, Read
	pse__Project_Task_Assignment__c.pse__Resource_Role__c	Edit, Read
	pse__Project_Task_Assignment__c.pse__Allocation_Hours__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	Read
	Estimate_Line_Set__c.Start_Date__c	Read
	Estimate_Line_Set__c.Milestone__c	Edit, Read
	Estimate_Line_Set__c.Billing_Type__c	Read
	Estimate_Line_Set__c.Net_Bill_Amount__c	Read
	Estimate_Line_Set__c.Estimate_Product__c	Read
	pse__Milestone__c.Name	Edit, Read
	pse__Milestone__c.pse__Start_Date__c	Edit, Read
	pse__Milestone__c.pse__Project__c	Edit, Read
Object Permission	Estimate__c	Read
	Estimate_Product__c	Read
	Estimate_Product_Instance__c	Read
	Estimate_Line_Set__c	Read, Edit
	pse__Project_Source__c	Create, Read
	pse__Proj__c	Create, Read
	pse__Milestone__c	Create, Read
	pse__Resource_Request__c	Create, Read, Edit, Delete
	pse__Project_Task__c	Create, Read
	pse__Project_Task_Assignment__c	Create, Read
	Estimate_Task__c	Create, Read, Edit
	Estimate_Role_Request__c	Read, Edit
	pse__Region__c	Read
	pse__Practice__c	Read
	pse__Grp__c	Read
Tab Permission	Services_CPQ_Workspace	Visible
	Estimate__c	Visible