SECTIONSNew Features and Enhancements in Services Estimator May 2025
The following new features have been introduced in the May 2025 release of Services Estimator.
If you are upgrading from a previous version, see Upgrading to Services Estimator May 2025. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.
Enhancements to the Estimate Financial Summary
We have updated the Estimate Financial Summary with the following features:
- We've significantly improved the Estimate Financial Summary by introducing a hierarchical tree-grid structure, providing a more detailed and organized view of your financial estimates.
- Additionally, we've added a currency toggle to enable you to view the summary in the estimate's currency or the estimate products' currency. This enables you to facilitate accurate pricing decisions when building your estimate.
- The estimate financial summary now only generates independent records when there are no estimate products on the estimate, to avoid duplication of records.
- We have added the Estimate Financial Summary Rows Lightning App Builder property to customize the field sets used in the Estimate Financial Summary. This enables you to add metrics that accurately reflect your organization's needs when estimating monthly financials.
These enhancements provide an efficient and streamlined experience when using the estimate financial summary.
For more information, see Estimate Financial Summary Overview.
Scaling Services Estimator
We now offer enhanced scalability for the Create Project from Estimates, Add to Existing Project, and Add to Opportunity features. This enables efficient estimate management, particularly when handling a high volume of role requests and large datasets, regardless of the number of estimate products associated with the estimate.
To support this scalability, we have added the Create Project or Add to Opp Batch Size field to the Services Estimator Process Settings custom setting. This field enables you to configure the batch size, determining the number of estimate role requests processed concurrently. This processing happens when the Create Project from Estimates, Add to Existing Project, or Add to Opportunity processes are executed.
You can view the notifications for the completed Create Project from Estimates and Add to Opportunity processes on the Notifications bell icon. Additionally, if the process fails, app logs are generated, which you can view in the App Logs tab.
For more information, see Services Estimator Process Settings, Creating a Project from an Estimate, and Adding an Estimate to an Opportunity.
Introducing the Estimate Milestones Preview
We have introduced the Estimate Milestones Preview grid, providing you the ability to preview the milestones that are created when creating a project from the current estimate. Additionally, we have added the Manage Billing Schedules window that enables you to configure the billing schedules for your fixed price estimate products and fixed price independent records.
We have updated the available billing frequencies to apply to fixed price estimate products by adding the following billing options:
- Quarterly
- Yearly
These options are also available to select from the Manage Products window.
These updates enable you to efficiently manage your billing schedules with increasing flexibility while providing you the ability to preview the milestones that will be created.
For more information, see Estimate Milestones Preview Overview.
Configurable Pricing Plugin API Enhancement
You can now configure additional fields to trigger the ConfigurablePricingPlugin API. Previously, the plugin was only triggered when a predefined set of fields were edited.
To support this enhancement, the ConfigurablePricingPlugin interface has been deprecated and replaced with a new abstract class that serves as the updated extension point.
For more information see, the Configurable Pricing Plugin in the Services Estimator API Developer Reference and Plugins Overview.
Add from Estimate Template API Enhancement
You can now add templates to estimate product instances when using the AddfromEstimateTemplateService API. Previously, you could only add from template to an estimate. This reduces time spent on manual configurations and provides greater flexibility to streamline your estimation workflow.
For more information, see the Services Estimator API Developer Reference.
Excluding Fields from Cloning Field Sets
We've enhanced estimate cloning by introducing new field sets. These enable you to precisely control which fields on related objects are excluded when you clone an estimate.
You can now use the following field sets to specify fields that should not be populated during cloning:
- Estimate Line Set Fields Excluded from Cloning
- Estimate Phase Excluded from Cloning
- Estimate Product Instance Fields Excluded from Cloning
- Estimate Role Request Fields Excluded from Cloning
- Estimate Role Skill Request Fields Excluded from Cloning
- Estimate Task Excluded from Cloning
- Estimate Vendor Line Item Excluded from Cloning
- Estimated Expense Excluded from Cloning
- Schedule Excluded from Cloning
- Schedule Exception Excluded from Cloning
- Services Product Instance Excluded from Cloning
Previously, only fields on the Estimate object could be excluded when cloning an estimate. This provides greater control over estimate cloning, ensuring that only the intended data is cloned, reducing errors, and improving workflow efficiency.
For more information, see Cloning an Estimate.
Permissions
For information about the changes to permissions in this release, see Permission Sets and Other Technical Documentation.
Fixes
Fixes are listed on the Known Issues page of the Certinia Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of Services Estimator, see the relevant section of the Known Issues page.