Overview

As a deal is in progress, an opportunity can easily have a new project created to begin work on the related engagement or event. You can associate an opportunity with a project by using one of the following methods:

• Create a new project and associate it with an opportunity 
• Edit an existing project and associate it with an opportunity
• From the opportunity, create a new project using a project template.
  

For information about setting up a new project or new project template, refer to the Project Setup knowledge article.

Project Template 

A project template is a project that includes project tasks and/or other information that will frequently apply to various future projects. A project template might also be used to standardize the tasks that are associated with a project. Project templates allow you to easily create new projects based upon the structure and content of the template without having to manually recreate that same content each time that it’s needed. 

Once created, a project template can be used to create a new project from an opportunity. For convenience, the name of the newly created project displays with the same name as the opportunity, rather than the name of the selected project template. 

Create a Project from a Template to add to an Opportunity

1. Navigate to Accounting Home and click the Create Entries tab. Then, under the Revenues menu, click Opportunities.
2. Select a list view (other than the Recently Viewed list view).
3. Select an opportunity. 
4. Click Create Project. Then, do one of the following:
   1. If there are no products on the Opportunity, then:
      1. Select a Project Template from the drop-down list.
         
         
         
         
      2. Click Create Project. 
         
         
   2.  If there is a product(s) on the Opportunity, then:
      1. Select a Project Template from the drop-down list.
         
         
         Note: Click here to view the above image in full screen. 
         
         
      2. Click Create Project. The Map Opportunity Products intermediate screen displays.
      3. If you want to include an Opportunity Product as a new task, select Create New Project Task or to include the Opportunity Product on an existing Project Task, select it from the drop-down list.  Otherwise, the Project Task can remain as “None.”
         
         
         Note: Click here to view the above image in full screen. 
         
         
      4. Click Create Project.

The new project displays with the same name as the opportunity. Also, the project tasks from the project template are automatically included as tasks on the new project.

Note: The project name and/or project tasks can be edited, as necessary. New tasks can also be added to the project.


Note: Click here to view the above image in full screen.