Adding Estimate Phases to an Estimate

You can add a phase to an estimate in the Hours Breakdown view of the Estimate Builder. This enables you to select which phase a week of an estimate belongs to. For more information about creating the estimate phase types that are available for selection, see Creating Estimate Phase Types.

Note:

Your administrator can prevent estimate phases from displaying in the Estimate Builder. For more information, see Services CPQ Settings.
The Estimate Phase object does not map to the Project Phase object when creating an estimate from a project.

To add a phase to an estimate, in the Builder tab:

Select Hours Breakdown from the view switcher drop-down.
In the Estimate Phase row at the top of the Estimate Builder, double-click the cell in the column of the date you want to add a phase to.
Select the phase from the drop-down.
Click Save.

Concepts

Services CPQ Workspace

Tasks

Configuring an Estimate

Overriding Role Request Rates

Adding Role Requests to an Estimate

Adding Line Sets to an Estimate

Adding Skills and Certifications to Role Requests

Adding Tasks to an Estimate

Adding from an Estimate Template

Changing Estimate Dates

Adding Estimated Expenses to an Estimate

Adding Vendor Line Items to an Estimate

Discounting Estimates

Setting an Estimate as Primary

Using the Hours Breakdown

Reference

Estimate Fields

Estimate Line Set Fields

Estimate Role Request Fields

Estimate Role Skill Request Fields

Estimate Task Fields

Resource Request Fields

Estimate Time Period Override Fields

Estimated Expense Fields

Estimate Vendor Line Item Fields

Estimate Phase Fields

Estimate Phase Type Fields