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Create quant hours estimator and attach to opportunity

Create quant hours estimator and attach to opportunity

Your resource requests arrive without estimators, delaying scoping and pausing project kickoffs. Create and link a populated estimator to the opportunity and request so scoping finishes same day.

Create quant hours estimator and attach to opportunity

Overview

Intake without a ready estimator stalls scoping and delays project starts. This workflow creates a populated quant-hours estimator and attaches it to both the opportunity and resource request, so project managers and estimators can begin scoping the same day.

Create quant hours estimator and attach to opportunity