Pushing an Estimate to an Opportunity
You can push the role requests and estimate products of a primary estimate as resource requests and opportunity products to the related opportunity. This enables the relevant data on the estimate to be included in utilization and forecasting calculations. When you create a project from an estimate, the estimate is automatically pushed to the related opportunity if it hasn't previously been pushed. For more information about setting an estimate as primary, see Setting an Estimate as Primary
- IsServicesProductLine: Defaults to true.
- Line Description: The description entered when pushing the estimate product to the opportunity product.
- Opportunity: The opportunity that the estimate is related to.
- Opportunity Product Date: The closing date of the new opportunity product.
- Product: The product selected when pushing the estimate to the opportunity.
- Quantity: Defaults to 1.
- Sales Price: The net amount of the selected estimate products.
- Total Estimated Expenses Billable Amount: The total amount of the billable estimated expenses on the estimate, if estimated expenses are enabled in your org.
- Total Vendor Line Item Bill Amount: The total bill amount of the vendor line items on the estimate, if vendor line items are enabled in your org.
To push estimate details to an opportunity:
- On a primary estimate record, click Actions | Services CPQ | Push to Opportunity.
- 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.
When pushing previously pushed estimate products and independent records to opportunity, the related records will be deleted and recreated in the following scenarios:
- When a role request is edited, resulting in it being consolidated differently to when it was initially pushed to opportunity.
- The existing resource request and the new resource request have discrepancies caused by edits to the role request. Your administrator can specify the fields that are compared. For more information, see Managing Custom Settings from Setup.
- When skills and schedules are edited on a role request that has previously been pushed to opportunity.
- Click Preview to open the Opportunity Preview window. If you don’t want to preview the opportunity, go to step 5.
- [Optional] Review the opportunity products that will be created from the estimate products and the financial information and resource requests that will be added to the opportunity.
- 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.
- Click Push. You will receive a notification when the estimate is pushed to an opportunity.