Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2026-03-13
Add Phases and Tasks from Work Breakdown

Add Phases and Tasks from Work Breakdown

Set up quote configurations. See Steps: Set Up Quote topic.
Security: Configure these domains in the Services CPQ functional area:
  • Process: Quotes
  • View: Quote Project Hierarchies
When you add a custom service to the quote, you can specify the effort estimation. When the effort estimation is
With Phases
 or
With Phases and Tasks
, use the
Work Breakdown
 view to add phases and tasks to a service in the quote. The phases and tasks can have gaps or they can overlap.
In the
Work Breakdown
 view, you can’t:
  • Edit or delete roles.
  • View a duration based service.
  • View or allocate non-labor items.
In the
Timeline
 view, you can’t add hours for the roles but, you can edit the hours when it’s already allocated through the work breakdown view . See Concept: Work Breakdown Structure.
Once you configure an effort estimation for the service and allocate the hours in the service, you can’t change the
Effort Estimation
 type.
  1. Access the
    Create Quote
     task and complete the options.
  2. On the
    Create Quote
     page, access the related actions menu under the
    Action
     column in the quote line and select
    Add Custom Service
    .
  3. On the
    Add Custom Service
     page, select
    With Phases
     or
    With Phases and Tasks
     option under the
    Effort Estimation
     section.
    1. Specify other required values.
    2. Click
      Add Service
      .
  4. Click
    Work Breakdown
     to add phases or tasks to the service.
    1. Select a service with phases or phases and tasks in the
      Service
       prompt.
    2. Access the related actions menu under the
      Action
       column in the service line and select
      Add Phase
      for service with phases.
      • Select a phase.
      • Specify the dates if the
        Effort Estimation
         is
        With Phases
        .
        If the Effort Estimation is With Phases and Tasks, you can’t specify the dates because they are derived from the task. The earliest Task Start Date becomes the Phase Start Date and the latest Task End Date becomes the Phase End Date.
      • Click
        Add Phase
        .
      • (Optional) You can click the related actions menu under the
        Action
         column in the phase line to edit, copy, or delete a phase. You can add 1 or more phases.
    3. If the
      Effort Estimation
       is
      With Phases and Tasks
      , access the related actions menu under the
      Action
       column in the phase line and select
      Add Task
       for service with phases and tasks.
      • Select a task.
      • Specify the display name.
      • Specify the dates.
      • Click
        Add Task
        .
      • (Optional) You can click the related actions menu under the
        Action
         column in the task line to edit, copy, or delete a task. You can add 1 or more tasks.
    4. Access the related actions menu under the
      Action
       column in the phase line and select
      Add Role
      .
      • Select a role.
      • (Optional) Click
        Advanced Role Details
         to specify additional parameters.
      • Click
        Add Role
        .
    5. Specify the hours under the role column:
      • In the phase line when the
        Effort Estimation
         is
        With Phases
        .
      • In the task line when the
        Effort Estimation
         is
        With Phases and Tasks
        .
    6. (Optional) To view the phases and tasks in the
      Timeline
       view, slide the
      Show Phases and Tasks
       toggle.
    If you allocate hours to a role that is aligned to more than 1 phase or task for a given time-period, Workday splits the hours evenly across the overlapping phases or tasks.
Workday adds the service with phases or tasks to the quote.
  1. You can continue to build the quote and take these actions in the quote grid:
    • Edit, copy, move, or delete the service.
    • Add roles, items, discounts, expenses, and third party costs. See
      Add Custom Service Manually
       topic.
    • Split a service into phases and tasks when the
      Effort Estimation
       is
      With Phases
       or
      With Phases and Tasks
      .
    • Modify Quantity and FTE values for roles.
    • Edit totals.
    • Edit worktags.
    • Edit, cancel, or copy the quote.
  2. Once approved, you can:
    • Change the quote.
    • Print the quote document.