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:

  1. From the Vision Navigation menu, click Configuration > General > Fee Estimate Service Profiles.
  2. 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).
  3. Complete the service profiles information on the tabs of the Fee Estimate Service Profiles form.
  4. Click Save.