Adding Line Sets to an Estimate

Line sets enable you to group tasks and role requests on an estimate.

Note:

Fixed price estimate products or line sets can't be added to estimates with a global discount. Similarly, a global discount can't be set on an estimate with any fixed price estimate products or line sets.

To add a line set to an estimate, in the Builder tab:

1. Click . A line set is added to the builder and its Name cell is highlighted and editable.
   If you have selected a record in the builder, a line set is added to the first appropriate place within the hierarchy. For example, if you have selected a line set that is above another line set, the new line set will be added in the middle, after the first line set.
2. Enter a name for the new line set.
3. [Optional] Select or tab to the Start Date cell and enter a date. Records inherit the dates of their immediate parent records. For example, a line set inherits the dates of the estimate.
4. [Optional] Select or tab to the End Date cell and enter a date.
5. Click Save.
6. [Optional] Deselect the Create Milestone checkbox to prevent line sets from being copied as milestones when creating a project from this estimate. You can do this by editing the record from the Estimate Line Sets related list in the Related tab.
   Note:

   Your administrator can disable this functionality using the Disable Milestone Creation field in the Services CPQ custom setting. For more information, see Managing Custom Settings from Setup

Tips:

You can copy and paste line sets in the following ways:

• Right-click the line set, then click Copy Rows or Paste Rows.
• Press Command + C (Mac) or Ctrl + C (PC) on your keyboard to copy a line set, or Command + V (Mac) or Ctrl + V (PC) to paste.

You can delete a line set by doing one of the following:

• Select the line sets, then click .
• Right-click the line set then click Delete Rows.

You can select multiple records to delete or copy by holding down Command (Mac) or Ctrl (PC) on your keyboard while selecting the records. Any child records are also copied when you select a parent record.

For more information about the fields on a line set record, see Estimate Line Set Fields.

Setting Defaults for Independent Line Sets

If you add line sets independently of estimate products to an estimate, on the Estimate's Details tab, you must define the default billing type for them in the Independent Line Set Billing Type field. If you update the default billing type, click on the Builder tab to update the billing type for any existing independent line sets.

For independent line sets with a billing type of "Fixed Price", you must also define a default fixed price margin in the Independent Line Set Fixed Price Mgn (%) field.

Applying a Discount to Line Sets

To apply a discount to a line set:

1. On the row of the line set you want to apply a discount to, double-click the Discount cell.
2. Enter the percentage to discount the line set by.
3. Click Save. The values of any child records are also discounted.