Opportunity Budgets Workspace
This section provides detailed information regarding the Opportunity Budgets workspace.
- Related Topics:
- Creating a Budget
Before you can enter information in the table part, you must create a budget for the current opportunity by selecting the desired template job and selecting the Create Budget action. - Table Part Structure
The table part allows you to structure lines in multiple levels to create automatic subtotal lines and organize the budget into phases to optimize overview. - Opportunity Budgets and Job Budgets
When you create an opportunity budget, Maconomy actually creates a job whose number corresponds to the number of the opportunity in question, prefixed by an underscore. - Converting Opportunities into Jobs
If the opportunity results in a win, you must create a job to be able to work out the actual job budget and enter cost, revenue, and hours.
Parent Topic: Contact Management