Create a New Project from an Opportunity
You can create a new project from an existing opportunity.
If the
opportunity is associated with a
project plan, the
opportunity data brought into the
project record includes all prior
client,
contact, and
employee relationships.
To create a new project from an opportunity:
- From the Navigation menu, click .
- Click New and select Create Project from....
- On the Create Project From dialog box, select Opportunity from the Copy From drop-down list.
- In the Opportunity field, click Search to open the Opportunity lookup and select the opportunity that you want to use to create the new project record.
- Complete the remaining fields on the Copy Project From dialog box (for the new project record).
- Click OK. DPS closes the Create Project From dialog box and opens a new project record. DPS enters the opportunity's information in the new project record.
- On the tabs of the Projects hub form, enter additional information about the new project.
- Click Save.