Opportunities

Use the Opportunities area in the Resource Planning workspace to set up a work breakdown structure (WBS) for opportunities for which you want to do resource planning. If your firm did not activate the CRM module, you also use this area to add the opportunity records.

Related topics:

  • How to...
    In the Opportunities area of the Resource Planning workspace, you set up a work breakdown structure (WBS) for opportunities for which you want to do resource planning. You can do that either by constructing it level by level or by copying the structure from another opportunity or from a project. If your firm did not activate the CRM module, you also use this area to add the opportunity records.
  • Fields and Options
    Use the Opportunities toolbar options and grid, and the related dialog boxes and forms, set up a work breakdown structure (WBS) for opportunities for which you want to do resource planning. If your firm did not activate the CRM module, you also use the + Add Opportunity option to add opportunity records.
Parent Topic: Resource Planning Workspace