SECTIONSEstimate Field Sets
The Estimate object includes the following field sets.
|
Name |
Description |
Default Fields |
|---|---|---|
| Copy From Template Estimate Fields | Enables you to define the estimate fields to copy when creating an estimate from a template. The values in any Currency fields on the source estimate are converted into the target estimate's currency. | Currency, Region, Practice, Group, Opportunity |
| Create Estimate Filter Fields | Defines the estimate fields displayed in the filters panel when creating an estimate or estimate template. | Currency, Duration, Region, Total Hours |
| Create Estimate Template Summary Fields | Defines the estimate fields to display in estimate template summaries when creating an estimate or estimate template. | Currency, Duration, Region, Total Hours |
| Estimate Fields Excluded From Cloning | Defines the fields of the estimate that are excluded from cloning. | Stage, Approval Status, Opportunity Product |