SECTIONSServices Estimator Overview
Services Estimator is a fully-connected services estimating solution that connects with PSA to enable you to estimate custom services work during the sales process. From the opportunity, you can build an estimate and use the estimate's details in your PSA projects.
Services Estimator enables you to:
- Create an estimate from an opportunity, either from scratch or using best practices templates and previous estimates.
- Configure the estimate using estimate products, line sets, tasks, and role requests to plan for the resourcing, prices, time, cost, and expenses required for you to deliver the best results.
- Add the estimate to the opportunity to create resource requests and opportunity products that reflect the estimate.
- Create a project from an estimate or add an estimate to an existing project in PSA, so that the estimate's details and records are reflected in the project.