Expected Revenue as Budget Value for Jobs
You can opt to use the expected revenue instead of the job budget type to calculate the opportunity value in Deltek CRM.
You can calculate the total expected revenue for main job and subjobs and send the information to the corresponding opportunity in Vantagepoint CRM. The expected revenue is calculated in the currency of the main job based on the current exchange rate. When you select this Boolean attribute, the budget type revenue is overwritten, and the expected revenue is used as the budget value to be transferred to Deltek CRM.
- Related Topics:
- Set the Expected Revenue as Budget Value for Jobs
Use these steps to set the expected revenue as budget value for jobs.
Parent Topic: Maconomy Setup for CRM