Display Resource Planning Information for an Opportunity
With an opportunity selected in the Business Development workspace, you can quickly display resource planning information for that opportunity in the Resource Planning workspace.
This option is only available if your firm activated both the CRM module and the Resource Planning module.
To display resource planning information for the opportunity you have selected in the Business Development workspace, complete the following steps:
-
Click
on the Opportunities toolbar.
Result: If no plan exists for the opportunity, the opportunity plan structure displays in the Opportunities area of the Resource Planning workspace for review or editing.
If a plan exists for the opportunity, a menu displays. Continue with step 2.
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Do either of the following:
- Click Open in Opportunity Plan Structure to display the plan structure for the opportunity in the Opportunities area of the Resource Planning workspace for review or editing.
- Click Open in Project View to display the resource plan for the opportunity in Project View in the Resource Planning workspace for review or editing.