Add an Opportunity in Resource Management

If the CRM application is not activated, use the Add Opportunity form that is available from the Opportunity Plan Structure form to add a new opportunity for which you want to start a resource plan. If the CRM application is activated, add the opportunity in the Opportunities hub instead.

To add a new opportunity from the Opportunity Plan Structure form:

1. In the Navigation pane, go to the Resource Management section and click Opportunity Plan Structure.
2. Click + Add Opportunity in the upper-right corner of the form.

   This option is only available if you have the access rights that are required to add records.

3. In Name, enter a name for the opportunity.
4. In Opportunity ID, enter a unique identifier for the opportunity.
5. Use the other fields to enter additional information about the opportunity.
6. Click Save Opportunity.