Setting up a project or template for BD

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To manage and track your BD efforts, you begin by setting up a project or template as you do for any other project.

As part of setting up a project or template, you set up your project phases. When setting up a project or template for Business Development, you set up one or more Business Development phases, which you then use to manage and track your BD efforts.

Set up a template for Business Development to streamline entry for your BD efforts. Set up a Business Development phase and production phases to use for working on and billing the project should you win it.

See also

About Business Development

Adding BD phases to projects and templates