Opportunity to projects allows for the rapid set up of a project from the opportunity. The user is able to create a new project by selecting from a list of existing project templates or associate the opportunity with an existing project (that has not yet been related to the opportunity).
If the project template has not yet been created, first create the template project. Refer to the Project Setup knowledge article to see how to set up a new project or template project.
- Click the Create Project button on the opportunity.
- Select the template or existing project you would like to clone.
- Click the Create Project button.
- Your new project will be created and linked to the opportunity.