Adding Services Products to an Estimate

To add a services product to an estimate:

1. On the Additional Costs tab, go to the Services Product related list.
2. Click New.
3. Enter a name for the services product.
4. Select a currency for the services product. The currency of the services product must match the currency of the related estimate.
5. [Optional] Search and select an estimate product to associate with the services product. The estimate product must be in the same currency as the services product.
6. Enter a Cost Amount for the services product.
7. [Optional] Select the Set Bill Amount as Cost Amount checkbox.
8. [Optional] Enter a Bill Amount for the services product. You must populate the Bill Amount field or select the Set Bill Amount as Cost Amount checkbox.
9. Click Save.

Note:

When you create a project the services product amount is added to the project's customer purchase order budget in PSA.

Editing a Services Product

To edit a services product:

1. On the Additional Costs tab, go to the Services Product related list.
2. On the services product you want to edit, click , then Edit.
3. [Optional] Edit the name of the services product.
4. [Optional] Select a currency for the services product. The currency of the services product must match the currency of the related estimate.
5. [Optional] Search and select an estimate product to associate with the services product. The estimate product must be in the same currency as the services product.
6. [Optional] Edit the Cost Amount for the services product.
7. [Optional] Select the Set Bill Amount as Cost Amount checkbox.
8. [Optional] Enter a Bill Amount for the services product. You must populate the Bill Amount field or select the Set Bill Amount as Cost Amount checkbox.
9. Click Save.