Adding an Estimate to an Opportunity

You can add the role requests and estimate products of a primary estimate as resource requests and opportunity products to the related opportunity. This enables the relevant data on the estimate to be included in utilization and forecasting calculations. When you create a project from an estimate, the estimate is automatically added to the related opportunity if it hasn't previously been added. For more information about setting an estimate as primary, see Setting an Estimate as Primary .

Notes:
  • Your administrator must assign you the SCPQ - Added to Opportunity permission set and the Resource Request Entry permission control to add an estimate to an opportunity.
  • If a role request belongs to an estimate product or line set that has a billing type of fixed price, the resource request created from the fixed price role request will have a requested bill rate of zero.
  • If an error related to minimum skill rating occurs, your administrator can disable the Rating_Required_For_Skill validation rule to prevent this.
  • IsServicesProductLine: Defaults to true.
  • Line Description: The description entered when adding the estimate product to the opportunity product.
  • Opportunity: The opportunity that the estimate is related to.
  • Opportunity Product Date: The closing date of the new opportunity product.
  • Product: The product selected when adding the estimate to the opportunity.
  • Quantity: Defaults to 1.
  • Sales Price: The net amount of the selected estimate products.
  • Total Estimated Expenses Billable Amount: The total amount of the billable estimated expenses on the estimate, if estimated expenses are enabled in your org.
  • Total Vendor Line Item Bill Amount: The total bill amount of the vendor line items on the estimate, if vendor line items are enabled in your org.
Note:

Your administrator can disable expenses and the creation of an opportunity product when an estimate is added to opportunity. For more information, see Services CPQ Settings.

To add estimate details to an opportunity:

  1. On a primary estimate record, click Add to Opportunity.
  2. Select the estimate products to include in the project.

    The estimate products are displayed in separate cards by default. To change the view to a list, click then select List. Your selection is retained whenever you use the same browser on the same device. Click to select or deselect all estimate products.

    The selected estimate products will be added to the opportunity related to the estimate as opportunity products.

    • When a role request is edited, resulting in it being consolidated differently to when it was initially added to opportunity.
    • The existing resource request and the new resource request have discrepancies caused by edits to the role request. Your administrator can specify the fields that are compared. For more information, see Services CPQ Settings.
    • When skills and schedules are edited on a role request that has previously been added to opportunity.
  3. Click Preview to open the Opportunity Preview window. If you don’t want to preview the opportunity, go to step 5.

  4. [Optional] Review the opportunity products that will be created from the estimate products and the financial information and resource requests that will be added to the opportunity.

    When added to opportunity, estimate products will be converted to the opportunity currency and resource requests will retain the same currency as their related role requests.
  5. Click Grouping Criteria to review the fields that resource requests will be consolidated by. If estimate role skills are enabled in Services CPQ in your org, you can move them from the Selected list to the Available list to exclude them from the criteria to consolidate role requests by, then click Update Preview | Back.
    Note:

    Your administrator can specify the fields for role request consolidation or disable it. For more information, see Services CPQ Settings.

  6. Click Add. You will receive a notification when the estimate is added to an opportunity.
Notes:
  • Unsetting an estimate as primary will remove any related records that have been added to opportunity. For more information, see Setting an Estimate as Primary .
  • If any estimate products fail to add, you'll receive a notification. Your administrator can view more information about the failure in the related app log record. For more information, see App Log.
  • You can't add to opportunity when the estimate is currently being processed by another action. Your administrator can troubleshoot any issues with process locking using the relevant process lock record. For more information, see Services CPQ Process Lock Fields.
  • If the Disable Edit of Added Estimate Products field in the Services CPQ custom setting is enabled, the Estimate Products Previously Added to Opportunity section of the Select Estimate Products window will not be visible. For more information, see Services CPQ Settings.