Create a New Project from an Opportunity Fee Estimate

You can create a new project from an opportunity fee estimate. If your database is properly configured, you can also create an associated Work Breakdown Structure (WBS) for the project based on the service phases and functional groups defined on the fee estimate.

Prerequisite: To use a fee estimate as the basis to create a WBS for a new project, your database must be configured to support multiple level Work Breakdown Structures (WBS), and the Create Project from Opportunity Mapping option must be selected in Configuration > General > Opportunity Settings.

To create a new project from a fee estimate, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Projects.
2. On the toolbar, click New and select Create Project From.
3. On the Create Project from dialog box, set the Copy From field to Opportunity Fee Estimate.
4. In the Opportunity field, click Search to open the lookup and select the opportunity that you want to use to create the new project record. This lookup only displays opportunities that have associated fee estimates. When you select the opportunity, its fee estimate is applied to the new project. If your database is configured to support multiple level Work Breakdown Structures (WBS), a WBS that is based on the fee estimate's structure is automatically created for the project.
5. Complete the remaining fields on the Create Project from... dialog box (for the new project record), making sure to enter a unique name in the New Project field and the Short Name field.
6. Click OK. Vision closes the Create Project from... dialog box and opens a new project record with the fee estimate's information. Refer to the mapping topics for details on how the fields populate.
7. On the tabs of the Project Info Center form, enter additional information about the new project.
8. Click Save.