Pushing an Estimate to an Opportunity

You can push the details of a primary estimate to the related opportunity as resource requests and opportunity products. This enables the relevant data on the estimate to be included in utilization and forecasting calculations. When you create a project from an estimate, the estimate is automatically pushed to the related opportunity if it hasn't already been.

Notes:
  • Your administrator must assign you the SCPQ - Push to Opportunity permission set to push an estimate to an opportunity.
  • If a role request belongs to an estimate product or line set that has a billing type of fixed price, the resource request created from the fixed price role request will have a requested bill rate of zero.
  • If an error related to minimum skill rating occurs, your administrator can disable the Rating_Required_For_Skill validation rule to prevent this.
  • IsServicesProductLine: Defaults to true.
  • Line Description: The description entered when pushing the estimate to the opportunity.
  • Opportunity: The opportunity to which the estimate relates.
  • Opportunity Product Date: The date of the new opportunity product.
  • Product: The product selected when pushing the estimate to the opportunity.
  • Quantity: Defaults to 1.
  • Sales Price: The value in the net amount field on the estimate.
  • Total Estimate Expense Amount: The total amount of the estimated expenses on the estimate.
Note:

Your administrator can disable expenses and the creation of an opportunity product when an estimate is pushed to opportunity. For more information, see Managing Custom Settings from Setup.

To push estimate details to an opportunity:

  1. On a primary estimate record, click Actions | Services CPQ | Push to Opportunity.
  2. Select the estimate products to push to the related opportunity as opportunity products. If your estimate doesn't include estimate products, go to step 4.
  3. Click Next.
  4. If you selected to push role requests independent of estimate products, 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 7.
  5. Select a date for the opportunity product. This is the start date of the estimate by default.
  6. [Optional] Enter a description.
  7. [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.
  8. Click Next.
  9. 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 11.
  10. [Optional] Click Grouping Criteria to review the fields that resource requests will be consolidated by. If you configured the grouping criteria at step 5, 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.
  11. Click Push.You will receive a notification when the estimate is pushed to an opportunity.
Notes:
  • If the Primary checkbox is deselected on the estimate after pushing to opportunity, the resource requests and opportunity products are deleted from the opportunity.
  • If any estimate products fail to copy, you can view more information in the related app log record. For more information, see App Log.
  • You can't push to opportunity when the estimate is currently being processed by another action. Your administrator can troubleshoot any issues with process locking using the relevant process lock record. For more information, see Services CPQ Process Lock Fields.
  • If you edit any records in the builder that have been pushed to opportunity, upon saving, the related opportunity products will be updated and the related resource requests will be deleted and new ones will be created with the updated details. This functionality is only available for resource requests, estimate products, and any other records that are pushed to opportunity after upgrading to February 2023. Contact your administrator if you can't edit pushed records.