Feature overview
When the Field Service and Project Operations integration is enabled, material estimates created in a project plan can now create connected Work Order Products on the related Field Service work order. This allows project-planned materials to flow into Field Service without requiring project and field teams to recreate material lines, keeping both teams aligned on the same material plan.
As before, Work Order Products can create material estimates when materials are added from Field Service during execution. Supported changes remain synchronized across the project task, work order, and material line, allowing material planning to begin from either Project Operations or Field Service while keeping planning and execution aligned.
Expected release date
November CY2026