Estimate Phase Fields

Professional Services Cloud

The estimate phase record includes the following fields.

* – Mandatory field

Field		Description
Color	*	Color of the phase type in the Hours Breakdown view in the Estimate Builder.
End Date	*	The date the estimate phase ends.
Estimate	*	The estimate that relates to the phase.
Estimate Phase Type	*	The estimate phase type that relates to the phase.
Start Date	*	The date the estimate phase starts.

Concepts

Services CPQ Workspace

Tasks

Configuring an Estimate

Overriding Role Request Rates

Adding Role Requests to an Estimate

Adding Line Sets to an Estimate

Adding Skills and Certifications to Role Requests

Adding Tasks to an Estimate

Adding from an Estimate Template

Changing Estimate Dates

Adding Estimated Expenses to an Estimate

Adding Vendor Line Items to an Estimate

Discounting Estimates

Setting an Estimate as Primary

Using the Hours Breakdown

Adding Estimate Phases to an Estimate

Reference

Estimate Fields

Estimate Line Set Fields

Estimate Role Request Fields

Estimate Role Skill Request Fields

Estimate Task Fields

Resource Request Fields

Estimate Time Period Override Fields

Estimated Expense Fields

Estimate Vendor Line Item Fields

Estimate Phase Type Fields