Add a New Service Profile
You can create service profiles that can be used as the basis for generating a fee estimate for an opportunity or project.
To create a service profile:
- From the Vision Navigation menu, click .
-
On the toolbar, click
New and select one of the following:
Option Description To add a new service profile Click New Service Profile. To add a new service profile based on the service profile that is currently displayed. Click Copy Current Service Profile. To add a new service profile that is similar to an existing service profile Click Select Service Profile to Copy and then select a service profile from the list). - Complete the service profiles information on the tabs of the Fee Estimate Service Profiles form.
- Click Save.