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, estimate tasks are copied as project tasks, line sets are copied as milestones, and budgets are created for any estimated expenses or vendor line items.

If your estimate includes multiple estimate products, you can create multiple projects using those estimate products, but only one project can be associated with one estimate product. For example, if your estimate contains two estimate products, you can create one project containing both of those products, or two projects, each with one estimate product.

Notes:
  • Your administrator must assign you the SCPQ - Create Projects from Estimates permission set to push an estimate to an opportunity.
  • If your estimate includes estimate products, you can create one project or multiple projects but each estimate product can only be associated with one project.
  • When a project is created from an estimate, the estimate's records that are associated with the new project are locked. The Manage Rates action on the estimate is disabled and the Add from Template action is disabled when role requests independent of estimate products have been pushed to opportunity. Fields on the estimate that can affect role requests, such as global discount, RPG, and uplift, are read-only.
  • If a role request belongs to an estimate product or line set that has a billing type of Fixed Price, the resource request created from the fixed price role request will have a requested bill rate of zero.
  • If milestones are enabled in Services CPQ in your org, the project will automatically be marked as active. The Amount field on the milestone is populated with the amount of the line set if the line set's billing type is Fixed Price. If the line set's billing type is Time and Materials, it's populated with zero.
  • Account
  • Currency
  • End Date
  • Opportunity
  • Start Date
Note:

The fields above are copied from the estimate to the project by default. Your administrator can customize the field values that are copied from an estimate to a project. For more information, see Services CPQ Administration.

A budget with a type of "Customer Purchase Order" is also created and associated with the project. The budget's amount is the net amount of the estimate. If estimated expenses are enabled in your org, the budget's expense amount is the total amount of all estimated expenses associated with the selected estimate products.

If vendor line items are enabled in your org, a budget with a type of "Vendor Purchase Order" is created for each account associated with a vendor line item. The budget derives its account from the vendor line item, and stores the total cost of the account's vendor line items.

For more information, see Budget Fields

To do this:

  1. On a primary estimate record, click Actions | Services CPQ | Create Project.
  2. Select the estimate products to include in the project.

    The estimate products are displayed in separate cards by default. To change the view to a list, click then select List. Your selection is retained whenever you use the same browser on the same device. Click to select or deselect all estimate products.

    The selected estimate products will be pushed to the opportunity related to the estimate as opportunity products if they haven't already been pushed. If the estimate products have previously been pushed to opportunity, the related opportunity products will be updated and the related resource requests will be deleted and new ones will be created with the updated details.

    Click Preview to open the Project Preview window. If you don’t want to preview the project, skip to step 4.
  3. [Optional] Review the opportunity products that will be created from the estimate products and the financial information, budgets, vendor line items, resource requests, project tasks, and milestones that will be added to the project.

    Click Grouping Criteria to review the fields that resource requests will be consolidated by. If estimate role skills 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 | Back.
  4. Click Next.
  5. Complete and update the project detail fields as required. For details of the fields displayed, see Project Fields.
    Notes:
    • Your administrator can control the project detail fields that are displayed and their order by specifying a field set in the Create Project from Estimate Field Set field in the Services CPQ Settings custom setting.
    • Your administrator can control the fields that are automatically populated by assigning custom mappings. For more information, see Services CPQ Administration.
  6. Click Create.
  7. If there are role requests on the estimate that are not associated with an estimate product, the Create Opportunity Product window is displayed. Search for and select a services product in the Product field to use to create an opportunity product. The resource requests that will be created from these role requests will be associated with the new opportunity product. If this window is not displayed, you will receive a notification when the estimate is pushed to an opportunity.
  8. Select a date for the opportunity product. This is the start date of the estimate by default.
  9. [Optional] Enter a description.
  10. Click Create. You will receive a notification when the project has been created.
Notes:
  • If any estimate products fail to copy, you'll receive a notification. Your administrator can view more information about the failure in the related app log record. For more information, see App Log.
  • You can't create a project from an estimate that is currently being processed by another action. Your administrator can troubleshoot any issues with process locking using the relevant process lock record. For more information, see Services CPQ Process Lock Fields