Screens

Use Info Center screens and dialog boxes to create and work with records.

Related Topics:

  • Opportunity Info Center Form
    Use the Opportunity Info Center tabs to enter and review information about your opportunities, link related files and Info Center records to your opportunity records, and schedule opportunity activities.
  • Edit Cost Groups Dialog Box
    Use the Edit Cost Groups dialog box to select the cost groups for the current functional group.
  • Proposal Log Dialog Box
    Use the Proposal Log dialog box to connect an opportunity record to a proposal record.
  • Select Phases Dialog Box
    Use the Select Phases dialog box to select the phases that you want to include in your fee estimate. The phases that you select on this dialog box will automatically display on the Phases grid on the Fee Estimates tab of the Opportunity Info Center.
Parent Topic: Opportunity Info Center Overview