Services Estimator Settings

Services Estimator Settings Fields
Field	Description	Default Value
Additional Vendor Line Item Fields	The API name of the field set that contains the additional fields displayed when creating or editing an estimate vendor line item.	None
Automatically Adjust Estimate Dates	If selected, editing the dates of a child record to outside the dates of the parent record will automatically adjust all parent records to include the dates. If deselected, editing the dates of a child record to outside the dates of the parent record will not affect the dates of any parent records.	true
Copied Role Request Override Field Set	The API name of the field set that defines the fields whose original values can be overridden on copied role requests. Role requests can be copied by adding to an estimate from a template or when included in estimate products that are added to an estimate.	ffscpq__Copied_Record_Override_Fields
Create Estimate Filters Field Set	The API name of the field set that defines the fields displayed in the filters panel when creating an estimate. Note: The following field types are not supported and will not be displayed in the Filters panel: Date/Time Email Picklist (Multi-Select) Phone Text (Encrypted) Text Area Time URL If the specified field set only contains unsupported fields, or is empty, the Filters button is not displayed.	ffscpq__Create_Estimate_Filter_Fields
Create Estimate Template Summary Fields	The API name of the field set that contains the additional fields displayed in estimate template summaries when creating an estimate or estimate template.	ffscpq__Estimate_Template_Summary_Card_Fields
Create Project from Estimate Field Set	The API name of the field set that defines the project fields that are editable when project details are displayed during creation of a project from an estimate.	pse__createProjectFromOppAndTempProjColumns
Disable Edit of Added Estimate Products	If selected, estimate products that have been added to opportunity are not editable.	false
Disable Estimate Phases	If selected, estimate phases will not be displayed in the Estimate Builder component. Estimate phases cannot be added to an estimate when the Hours Breakdown view is not displayed.	false
Disable Estimate Role Skills	If selected, estimate role skills are disabled in Services Estimator.	false
Disable Estimate Vendor Line Items	If selected, vendor line items on estimates are disabled in Services Estimator. They are not included in any calculations and records are not created from them when creating a project from an estimate. Note: To ensure vendor line items are not displayed anywhere in Services Estimator, you must: Remove the Services Estimator - Manage Estimate Vendor Line Items permission set from the Certinia - Services Estimator - Estimator permission set group. Unassign the Services Estimator - Manage Estimate Vendor Line Items permission set from any users. Remove the vendor line item fields from the Estimate Additional Costs Highlights highlights configuration. Remove the Estimated Vendor Line Items related list from the Estimate Page Layout.	false
Disable Estimated Expenses	If selected, estimated expenses on estimates are disabled in Services Estimator. They are not included in any calculations and records are not created from them when creating a project from an estimate. Note: To ensure estimated expenses are not displayed anywhere in Services Estimator, you must: Remove the Services Estimator - Manage Estimated Expenses permission set from the Certinia - Services Estimator - Estimator permission set group. Unassign the Services Estimator - Manage Estimated Expenses permission set from any users. Remove the estimated expense fields from the Estimate Additional Costs Highlights highlights configuration. Remove the Estimated Expenses related list from the Estimate Page Layout.	false
Disable Hours Breakdown and Schedules	If selected, the Hours Breakdown view will not be displayed in the Estimate Builder component and schedules in Services Estimator are disabled. Schedule records are not created or updated in Services Estimator. Estimate phases cannot be added to an estimate when the Hours Breakdown view is not displayed.	false
Disable Milestone Creation	If selected, milestones will not be created from estimate records when creating a project from an estimate or adding an estimate to a project. Notes: The Create Milestone checkbox will remain visible if the user has permission to view it.	false
Disable Population of Milestone on RR	If selected, the milestone field on the Resource Request object will not be populated when creating a project. If deselected, the milestone field on the Resource Request object will be populated when creating a project. The created resource requests within the associated line sets will be consolidated.	true
Disable Multi-Currency Estimates	If selected, estimates cannot contain estimate products of a different currency to the estimate.	false
Disable Opportunity Product Creation	If selected, opportunity products will not be created when adding an estimate to an opportunity or creating a project from an estimate.	false
Disable Role Request Consolidation	If selected, when resource requests are created from an estimate, a separate resource request is created for each role request. If deselected, role requests are consolidated into resource requests according to the selected grouping criteria.	false
Disable Role Request Suggested Resource	If selected, suggested resources on role requests are disabled in Services Estimator.	true
Disable Suggested Resource Cost Rate	If selected, and a suggested resource is assigned to the role request, the average cost rate on the role request's associated rate card is used instead of the default cost rate on the selected suggested resource's contact card as the cost rate for the role request. This setting automatically recalculates the cost rate on existing role requests.	false
Estimate Win Rate Prediction ID	The ID of the Estimate Win Rate Prediction from the Einstein Discovery model in the Services Estimator Advanced Analytics app.	None
Estimate Builder Batch Save Size	If the Enable Estimate Builder Batch Save field on the Service Estimator custom setting is enabled, you can enter the batch size for the number of role requests to save.	200
Enable Estimate Builder Batch Save	If selected, estimate role requests are saved in batches in the Estimate Builder. Enabling this custom setting might cause degradation in the user interface. Contact Customer Support before enabling this custom setting field.	None
Guided Scoping Flow Identifier	The string that must be included in the description of active autolaunched flows that can be selected for guided scoping actions.	Guided Scoping
Ignore Work Calendars by Default	If selected, work calendars are ignored by default when scheduling in the Hours Breakdown in new estimates. You can change this behavior on individual estimates using the Use Work Calendars for Scheduling field.	false
Maximum Daily Hours for RR Schedule	The maximum number of hours per day for resource request schedules created from role requests.	24
Maximum Sub-Task Hierarchy Depth	The maximum sub-task hierarchy depth that can be added to a task.	3
New Estimate Additional Fields	The API name of the field set that contains the additional fields displayed when creating a new estimate.	None
New Estimate Template Additional Fields	The API name of the field set that contains the additional fields displayed when creating a new estimate template.	None
Resource Request Recreation Fields	The API name of the field set that contains the fields used to compare the existing resource request and the new resource request for discrepancies caused by edits to the associated role requests. If the fields in the field set have been edited, the original resource request is deleted and recreated when re-adding an estimate to opportunity. If the fields are not edited, the existing resource request is updated.	false
Role Request Consolidation Field Set	The API name of the field set that contains the additional fields to be populated when consolidating estimate role requests into a resource request. For example, if the Bill Amount field is included in the specified field set, this field can be selected in the grouping criteria. Role requests that have the same bill amount will then be consolidated into one resource request.	None
Role Request Rate Card Matcher Field Set	The API name of the field set that contains the fields that, when edited, cause the rate card to be rematched for the role request.	false
Scoping Session Est Prod Filter Fields	The API name of the field set that defines fields displayed in the Filters panel when adding estimate products to a scoping session. Note: The following field types are not supported and will not be displayed in the Filters panel: Currency Date/Time Email Picklist (Multi-Select) Phone Text (Encrypted) Text Area Time URL If the specified field set only contains unsupported fields, or is empty, the Filters button is not displayed.	ffscpq__Scoping_Session_Est_Prod_Filter_Fields
Scoping Session Estimate Product Fields	The API name of the field set that defines the additional estimate product fields displayed when adding estimate products to a scoping session.	ffscpq__Scoping_Session_Estimate_Product_Fields
Sync Role Req Schedule with Resource Req	If selected, the role request's schedule is synced with the related resource request's schedule.	false
Use PSA Rate Matcher Plugin Interface	If selected, the Services Estimator Rate Card Matcher runs the PSA Rate Card Plugin interface. If deselected, it runs the Services Estimator Rate Card Plugin interface. The extension point is ffscpq.RateCardMatcherPlugin.IFinalRateCardChoicePlugin. Warning: You must ensure your custom plugin code is correctly written against the PSA interface (pse.RateCardMatcherPlugin.IFinalRateCardChoicePlugin) before enabling this field. The plugin is configured on the FDN Plugin Metadata record using the Services Estimator Extension Point (ffscpq.RateCardMatcherPlugin.IFinalRateCardChoicePlugin). Enabling this setting with an older plugin interface will cause your custom matching logic to fail.	false

Additional Vendor Line Item Fields

The API name of the field set that contains the additional fields displayed when creating or editing an estimate vendor line item.

None

Automatically Adjust Estimate Dates

If selected, editing the dates of a child record to outside the dates of the parent record will automatically adjust all parent records to include the dates. If deselected, editing the dates of a child record to outside the dates of the parent record will not affect the dates of any parent records.

true

Copied Role Request Override Field Set

The API name of the field set that defines the fields whose original values can be overridden on copied role requests. Role requests can be copied by adding to an estimate from a template or when included in estimate products that are added to an estimate.

ffscpq__Copied_Record_Override_Fields

Create Estimate Filters Field Set

The API name of the field set that defines the fields displayed in the filters panel when creating an estimate.

Note:

The following field types are not supported and will not be displayed in the Filters panel:

Date/Time
Email
Picklist (Multi-Select)
Phone
Text (Encrypted)
Text Area
Time
URL

If the specified field set only contains unsupported fields, or is empty, the Filters button is not displayed.

ffscpq__Create_Estimate_Filter_Fields

Create Estimate Template Summary Fields

The API name of the field set that contains the additional fields displayed in estimate template summaries when creating an estimate or estimate template.

ffscpq__Estimate_Template_Summary_Card_Fields

Create Project from Estimate Field Set

The API name of the field set that defines the project fields that are editable when project details are displayed during creation of a project from an estimate.

pse__createProjectFromOppAndTempProjColumns

Disable Edit of Added Estimate Products

If selected, estimate products that have been added to opportunity are not editable.

false

Disable Estimate Phases

If selected, estimate phases will not be displayed in the Estimate Builder component. Estimate phases cannot be added to an estimate when the Hours Breakdown view is not displayed.

false

Disable Estimate Role Skills

If selected, estimate role skills are disabled in Services Estimator.

false

Disable Estimate Vendor Line Items

If selected, vendor line items on estimates are disabled in Services Estimator. They are not included in any calculations and records are not created from them when creating a project from an estimate.

Note:

To ensure vendor line items are not displayed anywhere in Services Estimator, you must:

Remove the Services Estimator - Manage Estimate Vendor Line Items permission set from the Certinia - Services Estimator - Estimator permission set group.
Unassign the Services Estimator - Manage Estimate Vendor Line Items permission set from any users.
Remove the vendor line item fields from the Estimate Additional Costs Highlights highlights configuration.
Remove the Estimated Vendor Line Items related list from the Estimate Page Layout.

false

Disable Estimated Expenses

If selected, estimated expenses on estimates are disabled in Services Estimator. They are not included in any calculations and records are not created from them when creating a project from an estimate.

Note:

To ensure estimated expenses are not displayed anywhere in Services Estimator, you must:

Remove the Services Estimator - Manage Estimated Expenses permission set from the Certinia - Services Estimator - Estimator permission set group.
Unassign the Services Estimator - Manage Estimated Expenses permission set from any users.
Remove the estimated expense fields from the Estimate Additional Costs Highlights highlights configuration.
Remove the Estimated Expenses related list from the Estimate Page Layout.

false

Disable Hours Breakdown and Schedules

If selected, the Hours Breakdown view will not be displayed in the Estimate Builder component and schedules in Services Estimator are disabled. Schedule records are not created or updated in Services Estimator. Estimate phases cannot be added to an estimate when the Hours Breakdown view is not displayed.

false

Disable Milestone Creation

If selected, milestones will not be created from estimate records when creating a project from an estimate or adding an estimate to a project.

Notes:

The Create Milestone checkbox will remain visible if the user has permission to view it.

false

Disable Population of Milestone on RR

If selected, the milestone field on the Resource Request object will not be populated when creating a project. If deselected, the milestone field on the Resource Request object will be populated when creating a project. The created resource requests within the associated line sets will be consolidated.

true

Disable Multi-Currency Estimates

If selected, estimates cannot contain estimate products of a different currency to the estimate.

false

Disable Opportunity Product Creation

If selected, opportunity products will not be created when adding an estimate to an opportunity or creating a project from an estimate.

false

Disable Role Request Consolidation

If selected, when resource requests are created from an estimate, a separate resource request is created for each role request.

If deselected, role requests are consolidated into resource requests according to the selected grouping criteria.

false

Disable Role Request Suggested Resource

If selected, suggested resources on role requests are disabled in Services Estimator.

true

Disable Suggested Resource Cost Rate

If selected, and a suggested resource is assigned to the role request, the average cost rate on the role request's associated rate card is used instead of the default cost rate on the selected suggested resource's contact card as the cost rate for the role request. This setting automatically recalculates the cost rate on existing role requests.

false

Estimate Win Rate Prediction ID

The ID of the Estimate Win Rate Prediction from the Einstein Discovery model in the Services Estimator Advanced Analytics app.

None

Estimate Builder Batch Save Size

If the Enable Estimate Builder Batch Save field on the Service Estimator custom setting is enabled, you can enter the batch size for the number of role requests to save.

200

Enable Estimate Builder Batch Save

If selected, estimate role requests are saved in batches in the Estimate Builder. Enabling this custom setting might cause degradation in the user interface. Contact Customer Support before enabling this custom setting field.

None

Guided Scoping Flow Identifier

The string that must be included in the description of active autolaunched flows that can be selected for guided scoping actions.

Guided Scoping

Ignore Work Calendars by Default

If selected, work calendars are ignored by default when scheduling in the Hours Breakdown in new estimates. You can change this behavior on individual estimates using the Use Work Calendars for Scheduling field.

false

Maximum Daily Hours for RR Schedule

The maximum number of hours per day for resource request schedules created from role requests.

24

Maximum Sub-Task Hierarchy Depth

The maximum sub-task hierarchy depth that can be added to a task.

3

New Estimate Additional Fields

The API name of the field set that contains the additional fields displayed when creating a new estimate.

None

New Estimate Template Additional Fields

The API name of the field set that contains the additional fields displayed when creating a new estimate template.

None

Resource Request Recreation Fields

The API name of the field set that contains the fields used to compare the existing resource request and the new resource request for discrepancies caused by edits to the associated role requests. If the fields in the field set have been edited, the original resource request is deleted and recreated when re-adding an estimate to opportunity. If the fields are not edited, the existing resource request is updated.

false

Role Request Consolidation Field Set

The API name of the field set that contains the additional fields to be populated when consolidating estimate role requests into a resource request.

For example, if the Bill Amount field is included in the specified field set, this field can be selected in the grouping criteria. Role requests that have the same bill amount will then be consolidated into one resource request.

None

Role Request Rate Card Matcher Field Set

The API name of the field set that contains the fields that, when edited, cause the rate card to be rematched for the role request.

false

Scoping Session Est Prod Filter Fields

The API name of the field set that defines fields displayed in the Filters panel when adding estimate products to a scoping session.

Note:

The following field types are not supported and will not be displayed in the Filters panel:

Currency
Date/Time
Email
Picklist (Multi-Select)
Phone
Text (Encrypted)
Text Area
Time
URL

If the specified field set only contains unsupported fields, or is empty, the Filters button is not displayed.

ffscpq__Scoping_Session_Est_Prod_Filter_Fields

Scoping Session Estimate Product Fields

The API name of the field set that defines the additional estimate product fields displayed when adding estimate products to a scoping session.

ffscpq__Scoping_Session_Estimate_Product_Fields

Sync Role Req Schedule with Resource Req

If selected, the role request's schedule is synced with the related resource request's schedule.

false

Use PSA Rate Matcher Plugin Interface

If selected, the Services Estimator Rate Card Matcher runs the PSA Rate Card Plugin interface. If deselected, it runs the Services Estimator Rate Card Plugin interface. The extension point is ffscpq.RateCardMatcherPlugin.IFinalRateCardChoicePlugin.

Warning:

You must ensure your custom plugin code is correctly written against the PSA interface (pse.RateCardMatcherPlugin.IFinalRateCardChoicePlugin) before enabling this field. The plugin is configured on the FDN Plugin Metadata record using the Services Estimator Extension Point (ffscpq.RateCardMatcherPlugin.IFinalRateCardChoicePlugin). Enabling this setting with an older plugin interface will cause your custom matching logic to fail.

false

Services Estimator Settings

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