Creating an Estimate from a Scoping Session

To create an estimate from a scoping session:

1. Go to the scoping session you want to create an estimate from.
2. Click Create Estimate.
3. Enter an Estimate Name.
4. Enter a Start Date for the estimate.
5. [Optional] Click the Set as Primary button on the estimate to set this estimate as primary.
6. [Optional] Enter a description for the estimate.
7. Click Create.

Note:

Your administrator can control the fields that are displayed and their order by specifying an estimate field set in New Estimate Additional Fields field in the Services Estimator custom setting. Formula fields in the selected field set are not displayed. For more information, see Services Estimator Settings.