Pushing an Estimate to an Opportunity
You can push the role requests and estimate products of a primary estimate as resource requests and opportunity products to the related opportunity. 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 previously been pushed.
![Close the expanding text drop-down element](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
- IsServicesProductLine: Defaults to true.
- Line Description: The description entered when pushing the estimate product to the opportunity product.
- Opportunity: The opportunity that the estimate is related to.
- Opportunity Product Date: The closing date of the new opportunity product.
- Product: The product selected when pushing the estimate to the opportunity.
- Quantity: Defaults to 1.
- Sales Price: The net amount of the selected estimate products.
- Total Estimated Expense Amount: The total amount of the estimated expenses on the estimate, if estimated expenses are enabled in your org.
- Total Vendor Line Item Bill Amount: The total bill amount of the vendor line items on the estimate, if vendor line items are enabled in your org.
To push estimate details to an opportunity:
- On a primary estimate record, click Actions | Services CPQ | Push to Opportunity.
- Select the estimate products to include in the project.
The estimate products are displayed in separate cards by default. To change the view to a list, click
then select List. Your selection is retained whenever you use the same browser on the same device. Click
to select or deselect all estimate products.
The selected estimate products will be pushed to the opportunity related to the estimate as opportunity products if they haven't already been pushed. If the estimate products have previously been pushed to opportunity, 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.
Click Preview to open the Opportunity Preview window. If you don’t want to preview the opportunity, skip to step 4. - [Optional] Review the opportunity products that will be created from the estimate products and the financial information and resource requests that will be added to the opportunity.
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 | Back. - Click Push.
- If you selected to push role requests independent of estimate products, the Create Opportunity Product window is displayed. In the Product field, search for and select the services product you want to use to create the opportunity product. The resource requests created from these role requests will be associated with the new opportunity product. If this window is not displayed, you will receive a notification when the estimate is pushed to an opportunity.
- Select a date for the opportunity product. This is the start date of the estimate by default.
- [Optional] Enter a description.
- Click Push. You will receive a notification when the estimate is pushed to an opportunity.