Concept: Downstream Impacts from Quote

When the primary quote is approved, Workday creates an opportunity project with resource requests for each role and unnamed resources for each request, along with the resource forecast, and project plan.
When there is a change to opportunity details of an approved primary quote that triggers sub business processes on the Opportunity business process, Workday:
Converts Opportunity projects into a project, creates a project plan, and a project task resource.
Creates a customer contract.

Project Behavior after Quote Creation

Workday creates an opportunity project, resource request, and an assignment with an unnamed resource (UNR) after the business process completes when quote role lines exist.
You can't create additional requests manually until the opportunity project is converted to a project.
Only these fields are editable before conversion: Role Category, Percent Allocation, and Requirements.
You can assign resources to the request as either specific named workers or as extra unnamed resources.
When you have more than 1 unnamed resource (UNR) for a request, Workday splits the estimated allocation hours evenly among the number of assignments made on the request.
Workday creates a Resource Request for every resource request, and continues to update it until the opportunity project is converted, so the quoted baseline stays aligned with the quote role line.
Workday also passes the role requirements, if defined on the quote, to the resulting resource request.
When a Services CPQ user creates a new primary quote, Workday inactivates the corresponding opportunity project for the previous primary quote.
You can edit the non-quote fields on the opportunity project.
When the project is in opportunity state, you can edit these fields and tabs on the project summary:
Dependencies
Display Project in Opportunity Marketplace
External Link
External Project Reference
Ideas
Optional Project Hierarchies
Owner
Project Groups
Project Plan tab
Resource tab (Only fields not from the quote.)
Status
When the project is in opportunity state, you can edit these fields on the project details:
Importance
In Scope
Measures of Success
Objective
Out of Scope
Priority
Problem Statement
Project Overview
Risk Level
Success Rating (Only when Percent Complete = 100%.)
The Probability of Success report field derives the value from an open and active opportunity from a quote.

Workday initially creates the resource forecast with all the hours that the Services CPQ user entered in the quote allocated to the 1 unnamed resource associated with the role.
You can use the
Edit Resource Forecast
task to change the forecast hours to values different from those in the quote.
When you add other resources to a resource request, you can manually allocate hours to each resource.
When you manually change the forecast hours and want to go back to the hours entered in Services CPQ, you can select
Recalculate
from the
Edit
drop-down on the
Resource Forecast
tab on the project.
When you define multiple resources for a resource request and recalculate the forecasted hours, Workday distributes the hours equally between the resources using the allocation structure from the quote.

Project Behavior after Editing Quotes

Workday updates the project with the approved quote changes after the business process completes.
When the modified quote is not a primary quote, there is no downstream impact on project objects.
When an approved primary quote is modified, Workday will sync those changes with the pending project events. This ensures all related project events are updated with the latest information from your quote.
If the modified quote is the primary quote:
When you
Delete
a service, Workday inactivates the associated opportunity project.
When you
Add
a service, Workday creates a new Opportunity Project for each service on the quote based on the project hierarchy.
When you
Add
a role line, Workday automatically adds:
A new resource request on the opportunity project.
An unnamed resource assignment populated with the start/end dates, and estimated hours defined in the new quote lines.
When you
Delete
a role line, Workday deletes the associated resource request, assignment, task resource, resource forecast line, and any pending request worker events.
When the quote is not a primary quote prior to the edits but becomes one after the changes, Workday automatically creates new projects for the services on this quote.
When you modify an approved quote and the approver denies the change then:
The primary quote continues to be the same with no changes, and the associated projects remain active.
The non-primary quote continues to be the same with no associated projects.
If the primary quote is changed to non-primary, then the associated projects are set to inactive.
When you convert the opportunity project to a full project, Workday makes all the fields available to edit.

Project Plan

When an opportunity project exists for a quote with phases and tasks, and the
Convert Opportunity Project to Project
business process has the
Process Services CPQ Project Plan
service configured, Workday converts opportunity project to a standard project and creates a project plan after the opportunity details change and all services are approved, denied, or canceled.
The project plan retains the order of phases and tasks defined in the quote. When you create new phases or tasks, Workday adds them to the top of the project plan.
The
Task Display Name
on the quote task automatically populates the
Custom Task Name
column of the project plan.
You can continue to add phases and tasks to the project plan from the
Project Planner
tab, while the project is in opportunity state.
When you delete a phase or a task in the quote, Workday also deletes them from the project plan unless the project has validations that might prevent the deletion.
When you have condition rules configured on the business process, if 1 of the services in the quote meet the acceptance condition, then Workday creates a project plan. If none of the services pass the rule conditions, Workday doesn't create a project plan.
When phases and tasks fail critical custom validation, Workday doesn’t create the Project Plan.
When the project is an Opportunity project, you can't replace the project plan. You can only edit in the
Project Planner
tab. We also prevent you from editing these fields:
Custom Task Name
End Date
Phase
Start Date
Task
When you convert the opportunity project to a full project, Workday makes all the fields available to edit.

Project Task Resources

When an opportunity project exists for a quote with phases and tasks, and the
Convert Opportunity Project to Project
business process has the
Process Project Task Resources from Services CPQ
service configured, Workday creates project task resources after the opportunity project converts to a standard project.
To automatically create project task resources, ensure that:
The quote has an effort estimation of
With Phases and Tasks,
and a task with role allocations must exist.
The quote is primary and approved.
When you add a role to a task, but leave the hours at 0, Workday doesn’t create task resources.
When task resources fail critical custom validations, Workday still creates the Project Task Resource but with errors.
You can set Custom
Notification
on the business process to notify the users about the errors.
When there is a single resource request with 1 resource assignment or plan line, Workday creates one task resource.
When there are multiple resource assignments for a role, Workday creates 1 task resource for each resource assignment or plan line under the same task and splits the allocated hours evenly across all task resources for each line.
If any task resources already exist on the project before project conversion, Workday doesn’t overwrite them. This might result in additional task resources that require manual cleanup.

Contract Lines in Contracts Created from Quotes

Role:
Revenue Treatment defined in Services CPQ Settings defaults to the Role Revenue Treatment in the contract.
Revenue Schedule Template (Revenue Recognition Schedule) defaults from the Role Revenue Schedule Template defined in Services CPQ Settings.
Standard Rate Sheet in the contract is derived from default value specified in the Use Standard Rate Sheet option of the Services CPQ Settings.
Revenue Adjustment Reason is derived from Services CPQ Settings and applied to all contract rate sheets for time and expense role lines.
You can only submit a contract when you have a single rate for a role. When you submit a quote with multiple rates for a role, Workday creates the downstream contract in
Draft
status so that you can edit for a single rate on the contract rate sheet.
Expense:
Revenue Treatment defined in Services CPQ Settings defaults the Expense Revenue Treatment in the contract.
Revenue Schedule Template (Revenue Recognition Schedule) defaults from the Expense Revenue Schedule Template defined in Services CPQ Settings.
Third Party Cost:
Revenue Treatment defined in Services CPQ Settings defaults the Third Party Cost Revenue Treatment.
Revenue Schedule Template (Revenue Recognition Schedule) defaults from the Third Party Cost Revenue Schedule Template defined in Services CPQ Settings.

Project Billing Rate Sheet on Contract Rate Sheet

No Project Billing Rate Sheet (PBRS) is defaulted into the PBRS field on the contract rate sheet.
When Workday adds a project billing rate sheet to the contract rate sheet and no billing rate rule exists on the cost rate sheet, the PBRS prompt is editable.
When Workday adds a project billing rate sheet to the contract rate sheet and a billing rate rule exists on the cost rate sheet, the PBRS prompt is not editable.
If a PBRS is added to the contract rate sheet,
Unit List Price
on the PBRS will default in the
Standard Rate
column on the contract rate sheet.
Unit Price
from the quote =
Contract Rate
on the contract rate sheet.
When you override a unit cost on a quote role line, Workday automatically:
Populates the
Standard Cost Rate Override
field on the resource request with the new value.
Populates the
Standard Cost Rate Currency Override
field with the service currency.
When you don’t enable
Role Unit Cost Overrides
for quotes, the override fields on the resource request display as empty.