Setting an Estimate as Primary

To push the records of an estimate to opportunity or create a project from an estimate, you must set the estimate as primary. If an estimate is set as primary, setting a different estimate as primary will override the primary estimate associated with the opportunity. This will remove any related records that have been pushed to opportunity. If there are one or more projects related to the estimate, to set a different estimate as primary, you must delete the projects associated with the current primary estimate.

You can do this using the Set as Primary button on the estimate. If the estimate is set as primary, the Primary checkbox in the Details tab will be selected. To unset an estimate as primary, set a different estimate as the primary estimate for the associated opportunity, or deselect the Primary checkbox in the Details tab.

Note:

Estimate templates cannot be set as primary.