Opportunities Settings

Use Opportunity Settings to establish the guidelines for features in the Opportunities hub, such as Service Estimates and Estimated Revenue.

Service Estimate allows the user to create a simple estimate denoting the billing value and cost value for the associated opportunity using generic labor resources, consultants, expenses, and units.

Estimated Revenue is functionality that allows the user to define how the revenue for the associated opportunity will be spread over time as part of the Opportunity Forecast Report.

Opportunity Settings are only available if you own the Deltek CRM Plus application.