Converting Opportunities into Jobs

If the opportunity results in a win, you must create a job to be able to work out the actual job budget and enter cost, revenue, and hours.

The job created to be able to enter an opportunity budget (as described above) cannot be used for entering actual hours, cost, and revenue. However, you can use the opportunity budget job as a basis for the actual job. This way, the actual job will inherit the opportunity budget figures, and the opportunity budget will remain intact, allowing you to run reports comparing the opportunity budget to the final budget and to actuals.

To create a job based on the opportunity budget job, go to the window Jobs, create a job and specify the opportunity number in the island Creation before pressing Return. When you press Return, information from the opportunity will be copied to the new job. For further information, see the description of the field “Opportunity No.” in the island Creation in the window Jobs.