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).
Summary of Steps:
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 setup 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.