Services CPQ Settings

Use these settings to manage the behavior of Services CPQ.

Services CPQ Settings Fields
Field

Description

Default Value
Additional Vendor Line Item Fields The API name of the field set that contains the additional fields displayed when creating or editing an estimate vendor line item. None
Automatically Adjust Estimate Dates If selected, editing the dates of a child record to outside the dates of the parent record will automatically adjust all parent records to include the dates. If deselected, editing the dates of a child record to outside the dates of the parent record will not affect the dates of any parent records. true
Create Estimate Filters Field Set

The API name of the field set that defines the fields displayed in the filters panel when creating an estimate.

Note:

The following field types are not supported and will not be displayed in the filters panel:

  • Date/Time
  • Email
  • Picklist (Multi-Select)
  • Phone
  • Text (Encrypted)
  • Text Area
  • Time
  • URL
 ffscpq__Create_Estimate_Filter_Fields
Create Estimate Template Summary Fields The API name of the field set that contains the additional fields displayed in estimate template summaries when creating an estimate or estimate template. ffscpq__Estimate_Template_Summary_Card_Fields
Create Project from Estimate Field Set The API name of the field set that defines the project fields that are editable when project details are displayed during creation of a project from an estimate. pse__createProjectFromOppAndTempProjColumns
Disable Edit of Pushed Estimate Products If selected, estimate products that have been pushed to opportunity are not editable. false
Disable Edit of Pushed Estimate Products If selected, estimate products that have been pushed to opportunity are not editable. false
Disable Estimate Phases If selected, estimate phases will not be displayed in the Estimate Builder component. Estimate phases cannot be added to an estimate when the Hours Breakdown view is not displayed. false
Disable Estimate Role Skills If selected, estimate role skills are disabled in Services CPQ. false
Disable Estimate Vendor Line Items

If selected, vendor line items on estimates are disabled in Services CPQ. They are not included in any calculations and records are not created from them when creating a project from an estimate.

Note:

To ensure vendor line items are not displayed anywhere in Services CPQ, you must:

  • Remove the SCPQ - Manage Estimate Vendor Line Items permission set from the Certinia - SCPQ - Estimator permission set group.
  • Unassign the SCPQ - Manage Estimate Vendor Line Items permission set from any users.
  • Remove the vendor line item fields from the Estimate Additional Costs Highlights highlights configuration.
  • Remove the Estimated Vendor Line Items related list from the Estimate Page Layout.
 false
Disable Estimated Expenses

If selected, estimated expenses on estimates are disabled in Services CPQ. They are not included in any calculations and records are not created from them when creating a project from an estimate.

Note:

To ensure estimated expenses are not displayed anywhere in Services CPQ, you must:

  • Remove the SCPQ - Manage Estimated Expenses permission set from the Certinia - SCPQ - Estimator permission set group.
  • Unassign the SCPQ - Manage Estimated Expenses permission set from any users.
  • Remove the estimated expense fields from the Estimate Additional Costs Highlights highlights configuration.
  • Remove the Estimated Expenses related list from the Estimate Page Layout.
 false
Disable Hours Breakdown and Schedules If selected, the Hours Breakdown view will not be displayed in the Estimate Builder component and schedules in Services CPQ are disabled. Schedule records are not created or updated in Services CPQ. Estimate phases cannot be added to an estimate when the Hours Breakdown view is not displayed. false
Disable Milestone Creation

If selected, milestones will not be created from estimate records when creating a project from an estimate or adding an estimate to a project.

Notes:
  • The Create Milestone checkbox will remain visible if the user has permission to view it.
 false
Disable Multi-Currency Estimates If selected, estimates cannot contain estimate products of a different currency to the estimate. false
Disable Opportunity Product Creation If selected, opportunity products will not be created when pushing an estimate to an opportunity or creating a project from an estimate. false
Disable Role Request Consolidation

If selected, when resource requests are created from an estimate, a separate resource request is created for each role request.

If deselected, role requests are consolidated into resource requests according to the selected grouping criteria.

 false
Disable Role Request Suggested Resource If selected, suggested resources on role requests are disabled in Services CPQ. true
Disable Suggested Resource Cost Rate If selected, and a suggested resource is assigned to the role request, the average cost rate on the role request's associated rate card is used instead of the default cost rate on the selected suggested resource's contact card as the cost rate for the role request. This setting automatically recalculates the cost rate on existing role requests. false
Maximum Daily Hours for RR Schedule The maximum number of hours per day for resource request schedules created from role requests. 24
Maximum Sub-Task Hierarchy Depth The maximum sub-task hierarchy depth that can be added to a task. 3
New Estimate Additional Fields The API name of the field set that contains the additional fields displayed when creating a new estimate. None
New Estimate Template Additional Fields The API name of the field set that contains the additional fields displayed when creating a new estimate template. None
Role Request Consolidation Field Set

The API name of the field set that contains the additional fields to be populated when consolidating estimate role requests into a resource request.

For example, if the Bill Amount field is included in the specified field set, this field can be selected in the grouping criteria when pushing an estimate to an opportunity or creating a project from an opportunity. Role requests that have the same bill amount will then be consolidated into one resource request. For more information, see Creating a Project from an Estimate and Pushing an Estimate to an Opportunity.

None
Resource Request Recreation Fields

The API name of the field set that contains the fields used to compare the existing resource request and the new resource request for discrepancies caused by edits to the associated role requests. If the fields in the field set have been edited, the original resource request is deleted and recreated when repushing an estimate. If the fields are not edited, the existing resource request is updated.

 false
Sync Role Req Schedule with Resource Req If selected, the role request's schedule is synced with the related resource request's schedule. false