Creating a Project from an Estimate

You can create a project from a primary estimate. 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, and estimate tasks are copied as project tasks.

  • Account
  • Billing Type
  • Currency
  • End Date
  • Group
  • Opportunity
  • Practice
  • Region
  • Start Date

When you create a project from an estimate, the estimate is also pushed to the related opportunity if it hasn't already been. For more information, see Pushing an Estimate to an Opportunity.

Notes:

To do this:

  1. On a primary estimate record, click Actions | Services CPQ | Create Project.
  2. [Optional] Click Grouping Criteria to review the fields resource requests will be consolidated by.
    If skills and certifications 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.
  3. Click Create.