Adding Related Opportunities to Projects

Projects > All Projects > (selected project) > Related Opportunities

The Related Opportunities tab shows the links between a project and quotation and one or more opportunities. If a project was created by converting an opportunity into a service quotation, and then converting the service quotation into a project, these display as Converted From links.

Adding Related Opportunities

1. Select the Projects > All Projects page.
2. Click an existing project.
3. Select the Project > Related Opportunities tab.
4. Click Add.
   • Select one or more opportunities created for this same customer.
   • Click OK.
5. Click Save.