Field Mapping for Projects Based on Opportunities or Templates

You can base a new project record on an opportunity, a project template, or both.

Related Topics:

  • Project Fields Based on a Project Template
    When you create a new project record from a project template, Vision provides initial values for the appropriate fields on the project record, based on the project template settings. If there are project defaults specified in General Configuration, those default entries override the settings on the project template.
  • Project Fields Based on an Opportunity
    When you create a new project from an opportunity, Vision maps data from the opportunity record to the tabs and fields in the new project record.
  • Project Fields Based on an Opportunity and a Project Template
    When you create a new project from an opportunity and project template, Vision provides initial values for the appropriate fields on the project record, based on the values in the project template. Vision then updates the project fields with values from the opportunity.
  • Project Fields Based on an Opportunity Fee Estimate
    When you create a new project from an opportunity fee estimate, Vision maps data from the opportunity record to the tabs and fields in the new project record. If your database is configured to support multiple level Work Breakdown Structures (WBS), a WBS that is based on the fee estimate's structure is automatically created for the project.
Parent Topic: Project Info Center Overview