Adding an Estimate to a Project

You can add records from an estimate to an existing project. For more information about the records created and values that are copied, see Creating a Project from an Estimate.

If the estimate has been pushed to opportunity, this associates the records created for the opportunity with the project.

Notes:
  • When adding an estimate to a project, the project must be active to create milestones from line sets.
  • The Amount field on the milestone is populated with the amount of the line set if the line set's billing type is fixed price. If the line set's billing type is time and materials, it's populated with zero.
  • You can't add a project to an estimate that 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

These new records will also be associated with the related opportunity, and the pushed records will be locked. You can add an estimate to a project from an estimate or project record.

Adding from a Project Record

To add an estimate to a project from a project record:

  1. On a project record, click Actions | Services CPQ | Add from Estimate.
  2. 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.
  3. 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.
  4. Click Next.
  5. 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.
  6. Select a date for the opportunity product. This is the start date of the estimate by default.
  7. [Optional] Enter a description.
  8. [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.
  9. Click Next.
  10. 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.
  11. [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.
  12. Click Add.You will receive a notification when the estimate has been added to the project.

Adding from an Estimate Record

To add an estimate to a project from an estimate record:

  1. On a primary estimate record, click Actions | Services CPQ | Add to Existing Project.
  2. Select the project you want to add the estimate to by searching for a project using one or more characters anywhere in the project name.
  3. 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.
  4. Click Next.
  5. 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.
  6. Select a date for the opportunity product. This is the start date of the estimate by default.
  7. [Optional] Enter a description.
  8. [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.
  9. Click Next.
  10. 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.
  11. [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.
  12. Click Add.You will receive a notification when the estimate has been added to the project.