SECTIONSScoping Session Fields
The scoping session record includes the following fields.
Key:
* – Mandatory field
| Field | Description | |
|---|---|---|
| Description | Description of the scoping session. | |
| Estimate | The estimate that relates to the scoping session. | |
| Opportunity | * | The opportunity that relates to the scoping session. |
Buttons
| Action | Description |
|---|---|
| Create Estimate | Creates an estimate according to the scoping session's requirement responses. |
| Clone Scoping Session | Clones an existing scoping session. |
| Clone Scoping Requirement Set | Clones an existing scoping requirement set. |