Creating a Budget from a Product Line Item

Professional Services Cloud

To create a budgetClosed from a product line item:

  1. Open the opportunity that you want to create the budget for and select the product line item you want from the Products related list. If no product line item exists, add the appropriate product to the opportunity.
  2. Select the Is Services Product Line checkbox on the product line item.
  3. Click Save.
  4. Click Create Project or Create Project From Template in the Project related list. The Project Details page appears with the budget amount calculated from the product line item.
  5. Complete the fields described in Project Fields.
  6. Click Create.