Creating a Project from an Estimate
You can create a project from a primary estimate. Setting an Estimate as Primary 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, line sets are copied as milestones, and budgets are created for any estimated expenses or vendor line items. For more information about setting an estimate as primary, see Setting an Estimate as Primary
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.
- End Date
- Start Date
A budget with a type of "Customer Purchase Order" is also created and associated with the project. The budget's amount is the net amount of the estimate. If estimated expenses are enabled in your org, the budget's expense amount is the total amount of all billable estimated expenses associated with the selected estimate products.
A budget of type “Internal Budget” is created for the total amount of all non-billable estimated expenses associated with the estimate.
If vendor line items are enabled in your org, a budget with a type of "Vendor Purchase Order" is created for each account associated with a vendor line item. The budget derives its account from the vendor line item, and stores the total cost of the account's vendor line items.
For more information, see Budget Fields
To do this:
Do one of the following:
- On a primary estimate record, click Actions | Services CPQ | Create Project.
- On an opportunity record associated with a primary estimate, click Actions | Services CPQ |Create Project from Estimate.
- 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 Project Preview window. If you don’t want to preview the project, skip to step 4.
- [Optional] Review the opportunity products that will be created from the estimate products and the financial information, budgets, vendor line items, resource requests, project tasks, and milestones that will be added to the project.
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 Next.
- Complete and update the project detail fields as required. For details of the fields displayed, see Project Fields.
- Click Create. You will receive a notification when the project has been created.