Estimate Field Sets

The Estimate object includes the following field sets.

Name

Description

Default Fields

Copy From Template Estimate Fields Enables you to define the estimate fields to copy when creating an estimate from a template. The values in any Currency fields on the source estimate are converted into the target estimate's currency. Currency, Region, Practice, Group, Opportunity
Create Estimate Filter Fields Defines the estimate fields displayed in the filters panel when creating an estimate or estimate template. Currency, Duration, Region, Total Hours
Create Estimate Template Summary Fields Defines the estimate fields to display in estimate template summaries when creating an estimate or estimate template. Currency, Duration, Region, Total Hours
Estimate Fields Excluded From Cloning Defines the fields of the estimate that are excluded from cloning. Stage, Approval Status, Opportunity Product