You can add records to a project from an estimate. If the estimate has been pushed to opportunity, this associates the records created for the opportunity with the project. If the estimate hasn't been pushed to opportunity, role requests are copied from the estimate to the project as resource requests, and estimate tasks are copied as project tasks. These new records will also be associated with the related opportunity, and the estimate will be locked.
To do this:
- On a project record, click Actions | Services CPQ | Add from Estimate.
- Select the estimate that contains the records you want to add to the project. Only the primary estimate associated with the same opportunity as the project is displayed.
- Select the estimate products to include in the project. These estimate products will be pushed to the opportunity related to the estimate as opportunity products if they haven't already been pushed. If your estimate doesn't include estimate products, go to step 5.
- Click Next.
- If there are role requests on the estimate that are not associated with an estimate product, the Create Opportunity Product window is displayed. Search for and select a services product in the Product field to use to create an opportunity product. The resource requests that will be created from these role requests will be associated with the new opportunity product. If this window is not displayed, go to step 8.
- Select a date for the opportunity product. This is the start date of the estimate by default.
- [Optional] Enter a description.
- [Optional] Click Grouping Criteria to review the fields that resource requests will be consolidated by.
If estimate role skills are enabled in Services CPQ in your org, you can move them from the Selected list to the Available list to exclude them from the criteria to consolidate role requests by, then click Update Preview. - Click Next.
- Review the opportunity products that will be created from the estimate products. If you created an opportunity product at step 2, this is also displayed. If this window is not displayed, go to step 10.
- [Optional] Click Grouping Criteria to review the fields that resource requests will be consolidated by. If you configured the grouping criteria at step 6, this will be overridden.
If estimate role skills are enabled in Services CPQ in your org, you can move them from the Selected list to the Available list to exclude them from the criteria to consolidate role requests by, then click Update Preview. - Click Add.