Costpoint Help

Configure Opportunity/Proposal Settings

Use this screen to set up and control settings used in tracking opportunities and opportunity proposals. You can also use this screen to customize label names and specify parameters in viewing project reports for opportunities.

This screen can be configured in any company. Complete this screen when you initialize Costpoint Capture & Contracts domain.

Note: This application is available only if you are licensed for Capture & Contracts.

Display the Configure Opportunity/Proposal Settings Screen

You access the Configure Opportunity/Proposal Settings screen from the Capture & Contracts domain.

Contents of the Configure Opportunity/Proposal Settings Screen

Use the fields and options to configure the Configure Opportunity/Proposal Settings screen.

Table Information for the Configure Opportunity/Proposal Settings Screen

Changes to the Configure Opportunity/Proposal Settings screen update several tables.


Parent Topic:

Opportunities Controls