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, complete the following steps:
-
From the Vision Navigation menu, click
.
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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). |
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Complete the service profiles information on the tabs of the Fee Estimate Service Profiles form.
-
Click
Save.