Add an Opportunity

Use the Add Opportunity form to add a new opportunity in the Business Development workspace.

If your firm has not activated the CRM module, you can add opportunities for which you want to create resource plans in the Opportunities area of the Resource Planning workspace.

To add a new opportunity, complete the following steps:

1. In the Business Development workspace, click to go to the Opportunities area.
2. Click + Add Opportunity next to the Find opportunity field to display the Add Opportunity form.

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

3. If you want to create a Kona space for the opportunity to support collaboration, select Create Kona Space.

   This option is only available if your firm has implemented the Kona Business integration for Deltek Resource Planning and you are a member of the Kona Business account.

4. In NAME, enter a name or other identifier for the opportunity.
5. In the other fields, enter additional information about the opportunity.
6. To save the opportunity, click on the Add Opportunity toolbar.