Creating a Scoping Session

To create a scoping session:

1. Go to the opportunity you want to create an estimate for.
2. On the Related tab, go to the Scoping Sessions section.
3. Click and click New.
4. Enter a name for the scoping session.
5. [Optional] Enter a description for the scoping session.
6. Click Save.

After saving your scoping session, follow the steps below to add estimate products to it.

To add estimate products to a scoping session:

1. Go to the scoping session you want to configure.
2. On the Requirements tab, click Add Estimate Products.
3. Select the necessary estimate products to add to the scoping session.
4. Answer all requirements on the scoping sessions for all added estimate products.
5. Click Save.

All of the added estimate products are displayed in the Estimate Products section on the Scoping Session page.

You can remove an estimate product by selecting it and clicking Remove from Session, then Remove.

Notes:

• If your scoping session has an associated estimate, it cannot be deleted.
• If you're using the Services Estimator – Salesforce CPQ Connector, you can create a scoping session directly from the quote line editor. For more information, see Creating a Scoping Session from a Quote