| Services Estimator - Add from Template |
This allows the user to add records from estimate templates to estimates. |
AddFromTemplate Changes |
Services Estimator - Add to Opportunity |
Push estimate details to the related opportunity. |
PushToOpportunity Changes |
Services Estimator - Administrator |
Configure Services Estimator. |
SCPQAdministrator Changes |
Services Estimator - Approve Estimates |
Approve or reject pending estimates. |
ApproveEstimates Changes |
Services Estimator - 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 |
Services Estimator - Create Projects from Estimates |
Create projects from estimates. |
CreateProjectsFromEstimates Changes |
Services Estimator - Edit Estimates |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
EditEstimates Changes |
Services Estimator - Edit Price and Cost |
Edit the price and cost of estimates. |
EditPriceAndCost Changes |
Services Estimator - Estimate Products - Delete |
Delete estimate products. |
DeleteEstimateProducts Changes |
Services Estimator - Estimate Products - Edit |
Edit estimate products. |
EditEstimateProducts Changes |
Services Estimator - Submit Estimates |
Submit estimates for approval. |
SubmitEstimates Changes |
