Skip to main content

Information Resource Center

Managing CPQ Projects

Using Projects, you can combine and manage multiple quotes together as a single project, provided those quotes have not proceeded beyond step 3 in the quoting process. This feature enables you to better manage large projects.

From Quoting > Projects, you can add, edit, delete, and share projects.

Adding a project

  1. Select Quoting > Projects from the navigation sidebar.

  2. Click Add Project.

    Result: The Add Project dialog box displays.

    CPQ_add_project

  3. In the Project name field, provide a unique name to identify the project.

  4. In the Pick an account field, select the name of the account from the dropdown list.

    Result: The Pick a deal and Choose quotes fields display.

    CPQ_pick_account

  5. In the Pick a deal field, select the deal name from the dropdown list.

  6. In the Choose quotes field, select the quotes to be included in this project from the dropdown list.

  7. To add additional quotes, click Add Quotes.

  8. Click Add.

    Result: The newly added project displays in a list on the Projects page.

Edit a Project

  1. Select Quoting > Projects from the navigation sidebar.

  2. Click the > arrow to the left of the project name to expand the record.

    Result: The expanded view displays.

  3. In the Actions column, select the edit (pencil) icon.

    Result: The Edit project dialog box displays.

    CPQ_edit_project

  4. Edit the project details as applicable.

  5. Click Save.

Share a Project

  1. Select Quoting > Projects from the navigation sidebar.

  2. Click the > arrow to the left of the project name to expand the record.

    Result: The expanded view displays.

  3. In the Actions column, select the share icon.

    Result: The Share project with dialog box displays.

    CPQ_share_project

  4. From the Share project with; dialog box, select user or user group from the drop-down list.

  5. Select the name of the user/user group.

  6. Click Share.

Delete a Project

  1. Select Quoting > Projects from the navigation sidebar.

  2. Click the > arrow to the left of the project name to expand the record.

    Result: The expanded view displays.

  3. In the Actions column, select the Remove Project (trash) icon.

    Result: A confirmation dialog box displays.

    CPQ_delete_project

  4. Click Yes to delete the project or click No to cancel out of the operation and retain the project.

Export Project Addresses

  1. Select Quoting > Projects from the navigation sidebar.

  2. Click the Expand Project icon.

  3. Do one of the following:

    To do this

    Complete these steps

    Export Selected Addresses

    1. Click the checkbox to the left of the locations to export.

    2. Click the ... menu.

    3. Click Export Selected.

    Export All Addresses

    1. Click the ... menu.

    2. Click Export All Addresses.

    Result: The information is downloaded as a CSV file.

In this section: