Add a Project Code to a Proposal for an Opportunity

Use Proposals tab in the Opportunities Hub to add a project code to a proposal associated with an opportunity.

To add a project code to a proposal for an opportunity:

1. In the Navigation pane, go to the Hubs section and select Opportunities.
2. In Search, select a specific opportunity from the drop-down list. The Opportunities form displays details for the selected opportunity.
3. Click the Proposals tab. The Proposals tab displays a Proposals grid and a Project Codes grid listing all the proposals and project codes currently associated for the selected opportunity.
4. Click +Add Project Code. A blank row appears at the bottom of the grid, which you will use to complete field information for the new record.
5. Complete all available field information for the project code. The Project Code is required.
6. Move off the firm record's row to automatically save the firm record. Click to delete the firm's record from the grid.