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Administrator Guide
Last Updated: 2026-09-18
Steps: Create Services Catalog

Steps: Create Services Catalog

Security: Configure these domains in the Services CPQ functional area:
  • Set Up: Quotes
  • Process: Quotes
The services catalog enables you to add a service to the quote from a pre-configured list. This capability allows you to pre-define the service estimation, roles, role requirements, items, expenses, third-party costs, phases, and tasks for a service and then default all the data into the quote.
When you have a large number of services in a catalog, you can use the search facets to filter for the desired service.
  1. Access the
    Maintain Services Catalog
    task.
  2. Click
    Create Service
     .
  3. On the
    Service Details
     step, complete the options:
    Options
    Description
    Company
    You can select a company that you want to create the service for.
    Search Tags
    Select a worktag that allows you to search within the catalog. This is not the same as Workday worktags.
    Project Hierarchy
    Select an existing project hierarchy.
    1. Click
      Next
      .
    2. On the
      Estimation
       page, select the
      Estimation Effort
       and complete these details:
      Options
      Description
      High Level
      Specify duration in weeks. The value must be less than or equal to 260 weeks.
      With Phases
      Add active project phases, specify duration and offset in weeks.
      Considerations:
      • The offset value determines how many weeks after the service start date the phase will start. When the offset value is 0, the phase starts on the same date as the service start date.
      • The combined value of the duration and offset must be less than or equal to 260 weeks.
      • When you add the service from the catalog to the quote, Workday automatically populates the phase and service end dates based on the specified duration.
        • Start Date: Calculated as Service Start Date + Offset in Weeks.
        • End Date: Calculated as Task or Phase Start Date + Duration in Weeks.
      • Service End Date: Automatically populated on quotes based on the maximum end date across all defined tasks and phases.
      With Phases and Tasks
      Add active project phases and add 1 or more active project tasks for each phase. You can specify a custom task name, duration, and offset.
      Considerations:
      • The offset value determines how many weeks after the service start date the task will start. When the offset value is 0, the task starts on the same date as the service start date.
      • The offset can cause tasks to overlap across different phases. Example: When a 2 week duration task has a 1 week offset, phase 2 will start before phase 1 finishes.
      • The combined value of the duration and offset must be less than or equal to 260 weeks.
      • Each phase must contain at least 1 task.
      • Each role must be assigned to at least 1 task.
      • When you add the service from the catalog to the quote, Workday automatically populates the end dates for the service, phases, and tasks based on the specified duration.
      • When a Project Task is restricted to a specific project hierarchy and that project hierarchy is selected for the service, you can only select tasks that are active and valid within the specified project hierarchy.
      Changing the effort estimation from
      With Phases and Tasks
       to either
      With Phases
       or
      High Level
       will remove all phases, tasks, and associated data.
    3. Click
      Next
      .
    4. On the
      Roles
       page, add roles lines. Workday automatically sets the role lines to
      Billable
      .
      For services with the
      Effort Estimation Type
       of
      With Phases
      , specify at least 1 phase and hours for the role.
      For services with the
      Effort Estimation Type
       of
      With Phases and Tasks
      , specify at least 1 task and hours for the role.
      When a Project Role is restricted to a specific project hierarchy and that project hierarchy is selected for the service, you can only select roles that are active and valid within the specified project hierarchy.
    5. Click
      Next
      .
    6. (Optional) On the
      Role Requirements
       page, add category and associated requirements for a role.
      • You can specify multiple requirements for a category but the combinations of category and requirement must be unique.
      • When a CPQ Specialist adds that service to the quote, the role requirements will default on the quote based on what was configured in the catalog. If you don't specify role requirements in the services catalog, you can define them during quote creation.
    7. Click
      Next
      .
    8. (Optional) On the
      Items
       step, add item lines and specify the quantity. Workday automatically sets the item lines to
      Billable
      .
    9. Click
      Next
      .
    10. (Optional) On the
      Expenses
       step, add expense lines. Workday automatically sets the expense lines to
      Billable
       and prohibits them from discount.
    11. Click
      Next
      .
    12. (Optional) On the
      Third Party Costs
       step, add third party costs and specify the quantity and unit of measure. Workday automatically sets the lines to
      Billable
       and prohibits them from discount.
    13. Click
      Next
      .
    14. Review the service and click
      OK
      .
  4. To enable the sales specialists to add the service catalog to quotes, click 
    Action
     for the desired service row and select
    Activate
    .
    You must specify the pricing for the services in the quote grid and not in the catalog.
When creating a quote, you can select an active service from the services catalog to automatically populate the service data in the quote grid. 
After adding a service from the catalog to a quote, you can:
  • Edit, copy, or inactivate services defined in the catalog.
  • Further edit the service and the roles, split the duration into phases, copy the service, delete the service, or continue to add sales item, expenses, and third party costs in the quote grid. See
    Create Quote
     topic.
  • When you add another role, it must exist in the project billing rate sheet. You can click
    Advanced Role Details
     to further refine it by additional parameters or edit the
    Unit Price
     to suit your business needs.
  • You can build a custom report using the
    Quote Services
     data source to report on service catalog items and their usage in quotes by status.