Updating a Scoping Session

To update the estimate products in a scoping session:

1. On the estimate you want to update, go to the Details subtab.
2. Click the hyperlink to the scoping session associated with the estimate.
3. Update the responses on the estimate products you want to update.
4. Click Update Estimate.
5. In the Update Estimate window, select the estimate products you want to update.
6. Click Update.

Note:

You cannot update responses when:

• Estimate products are added to opportunity and the Disable Edit of Pushed Products checkbox is selected.
• Estimate products have a project associated with them.
• The estimate associated with the estimate product is locked for approval or the Is Locked field is selected.