Edit an Opportunity in Resource Planning

If your firm did not activate the CRM module, use the Edit Opportunity form in the Resource Planning workspace to edit basic opportunity information. If your firm did activate the CRM module, edit the opportunity information in Opportunity area of the Business Development workspace instead.

To edit basic opportunity information in the Resource Planning workspace, complete the following steps:

1. In the Resource Planning workspace, click to go to the Opportunities area.
2. Use the Find opportunity field immediately above the opportunity title to select the opportunity that you want to edit.
3. To change the opportunity name, hover over the name and click to the right of the name.
4. To make changes to other basic opportunity information, click on the Opportunities toolbar.
5. Enter your changes on the Edit Opportunity form.
6. To save your changes, click on the Edit Opportunity toolbar.