Edit an Opportunity in Resource Management

If the CRM application is not activated, use the Edit Opportunity form that is available from the Opportunity Plan Structure form to edit basic opportunity information. If the CRM application is activated, edit the opportunity information in the Opportunities hub instead.

To edit basic opportunity information in Resource Management:

1. In the Navigation pane, go to the Resource Management section and click Opportunity Plan Structure.
2. Select the opportunity that you want to edit.
3. To change the opportunity name, hover over the name and click to the right of the name.
4. To make changes to other basic opportunity information, click Edit Opportunity on the Actions menu.
5. Enter your changes on the Edit Opportunity form.
6. Click Save Opportunity.