Creating a Project from an Estimate

You can create a project from a primary estimate. The new project contains the values and records of the primary estimate. Role requests are copied from the estimate to the project as resource requests, estimate tasks are copied as project tasks, and line sets are copied as milestones.

If your estimate includes multiple estimate products, you can create multiple projects using those estimate products, but only one project can be associated with one estimate product. For example, if your estimate contains two estimate products, you can create one project containing both of those products, or two projects, each with one estimate product.

Notes:

• Your administrator must assign you the SCPQ - Create Projects from Estimates permission set to push an estimate to an opportunity.
• If your estimate includes estimate products, you can create one project or multiple projects but each estimate product can only be associated with one project.
• When a project is created from an estimate, the estimate's records that are associated with the new project are locked. The Manage Rates action on the estimate is disabled and the Add from Template action is disabled when role requests independent of estimate products have been pushed to opportunity. Fields on the estimate that can affect role requests, such as global discount, RPG, and uplift, are read-only.
• Your administrator can customize the field values that are copied from an estimate to a project. For more information, see Services CPQ Administration.
• 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 milestones are enabled in Services CPQ in your org, the project will automatically be marked as active. 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.

To do this:

1. On a primary estimate record, click Actions | Services CPQ | Create Project.
2. 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 4.
3. Click Next.
4. Complete and update the project detail fields as required. For details of the fields displayed, see Project Fields.
   Your administrator can control the project detail fields that are displayed and their order by specifying a field set in the Create Project from Estimate Field Set field in the Services CPQ Settings custom setting.
5. Click Next.
6. 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 9.
7. Select a date for the opportunity product. This is the start date of the estimate by default.
8. [Optional] Enter a description.
9. [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.
10. Click Next.
11. 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.
12. [Optional] Click Grouping Criteria to review the fields that resource requests will be consolidated by. If you configured the grouping criteria at step 7, 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.
13. Click Create. You will receive a notification when the project has been created.

Note:

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 create a project from 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