Services CPQ Administration

The Services CPQ Administration page enables you to map fields on an estimate to fields on a project when a project is created from an estimate. For more information about creating a project from an estimate, see Creating a Project from an Estimate.

Estimate to Project Mappings uses the FDN Mappings component. For more information, see Adding Custom Mappings from the FDN Mappings Component.

Notes:

• Your administrator must assign you the FDN Core - Administrator and FDN Core - Mapping permission sets to be able to edit and create mappings.
• The following field mappings can't be edited or deleted: Account, Currency ISO Code, End Date, Opportunity, and Start Date. These fields will always map from an estimate to their counterparts on a project.

To create a custom mapping:

1. Navigate to the Estimate to Project Mappings page by doing one of the following:
   • On the Services CPQ Administration page, click Services CPQ Custom Mappings | Estimate to Project Mappings.
   • Navigate to the Estimate to Project Mappings tab.
2. Click Add Mapping.
3. In the Source Field Path field, select the field on the Estimate object that you want to map from.
4. In the Target Field field, select the field on the Project object that you want to map to.
5. Click Save, or Save & New to save and create another new mapping.