Opportunity Budgets Workspace This section provides detailed information regarding the Opportunity Budgets workspace. Related Topics:Creating a Budget Before you can enter information in the table part, you must create a budget for the current opportunity by selecting the desired template job and selecting the Create Budget action. Table Part Structure The table part allows you to structure lines in multiple levels to create automatic subtotal lines and organize the budget into phases to optimize overview. Opportunity Budgets and Job Budgets When you create an opportunity budget, Maconomy actually creates a job whose number corresponds to the number of the opportunity in question, prefixed by an underscore. 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. Parent Topic: Contact Management HomeMaconomy User Guides Concepts GuideAdd-On ModulesCRM ConceptsContact ManagementOpportunity Budgets Workspace
Opportunity Budgets Workspace This section provides detailed information regarding the Opportunity Budgets workspace. Related Topics:Creating a Budget Before you can enter information in the table part, you must create a budget for the current opportunity by selecting the desired template job and selecting the Create Budget action. Table Part Structure The table part allows you to structure lines in multiple levels to create automatic subtotal lines and organize the budget into phases to optimize overview. Opportunity Budgets and Job Budgets When you create an opportunity budget, Maconomy actually creates a job whose number corresponds to the number of the opportunity in question, prefixed by an underscore. 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. Parent Topic: Contact Management HomeMaconomy User Guides Concepts GuideAdd-On ModulesCRM ConceptsContact ManagementOpportunity Budgets Workspace