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Enable automatic costing for your opportunities
Enable automatic costing for your opportunities

Turn on auto costing for opportunities created before October 2018.

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

If you signed up for Current RMS before the release of automatic costing in October 2018, opportunities you created prior may not have automatic costing enabled. 

Orders, reserved quotations, and provisional quotations

For orders, reserved quotations, and provisional quotation, click Enable Auto Costing under Actions.

Drafts and open quotations

For existing drafts and open quotations, automatic costs will be created when you convert the opportunity to an order, or when you mark the quotation as provisional or reserved.

Keep in mind

When enabled, existing costs that you entered against the opportunity will be retained, so we recommend you review the costs view to remove duplicates and make sure everything’s accurate.

If you’ve not yet set costs against your products, services, and bookable resources, check out:

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