| SCPQ - Add from Template |
This allows the user to add records from estimate templates to estimates. |
AddFromTemplate Changes |
SCPQ - Add to Opportunity |
Push estimate details to the related opportunity. |
PushToOpportunity Changes |
SCPQ - Approve Estimates |
Approve or reject pending estimates. |
ApproveEstimates Changes |
SCPQ - Create Estimates |
This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills. |
CreateEstimates Changes |
SCPQ - Create Milestones from Line Sets |
Create milestones from line sets. |
CreateMilestonesFromLineSets Changes |
SCPQ - Create Projects from Estimates |
Create projects from estimates. |
CreateProjectsFromEstimates Changes |
SCPQ - Edit Estimates |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
EditEstimates Changes |
SCPQ - Edit Price and Cost |
Edit the price and cost of estimates. |
EditPriceAndCost Changes |
SCPQ - Manage Scoping Requirement Sets |
Create, edit, and delete scoping requirement sets and related records. |
ManageScopingRequirementSets Changes |
SCPQ - Manage Scoping Sessions |
Create, edit, and delete scoping sessions. |
ManageScopingSessions Changes |
