Adding an Estimate to a Project

You can add records from an estimate to an existing project. For more information about the records created and values that are copied, see Creating a Project from an Estimate.

If the estimate has been pushed to opportunity, this associates the records created for the opportunity with the project.

Notes:
  • The Check_Opp_Project_Mismatch validation rule on the Resource Request object must be set to inactive for this functionality to work. Contact your administrator.
  • When adding an estimate to a project, the project must be active to create milestones from line sets.
  • You can't add a project to 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

Adding from a Project Record

To add an estimate to a project from a project record:

  1. On a project record, click Actions | Services CPQ | Add from Estimate.
  2. Select the estimate that contains the records you want to add to the project. Only the primary estimate associated with the same opportunity as the project is displayed.
  3. 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 Additional Records Preview window. If you don’t want to preview the project, skip to step 5.
  4. [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.
  5. Click Add. You will receive a notification when the estimate has been added to the project.

Adding from an Estimate Record

To add an estimate to a project from an estimate record:

  1. On a primary estimate record, click Actions | Services CPQ | Add to Existing Project.
  2. Select the project you want to add the estimate to by searching for a project using one or more characters anywhere in the project name.
  3. 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 Additional Records Preview window. If you don’t want to preview the project, skip to step 5.
  4. [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.
  5. Click Add. You will receive a notification when the estimate has been added to the project.