Add a Project from an Opportunity

New projects can be created based on existing opportunities in the system. When the project is created, information is automatically defaulted into select fields for the project.

You can create a new project from an opportunity by:

Using the New From - Opportunity feature and then selecting the New Project transformation
Opening an existing Opportunity through the Save As feature and then selecting the New Project transformation
Opening an existing Project Opportunity through the Related Items - New Project feature

Add a Project from an Opportunity

A new project can be created based on an existing opportunity in the following ways:

Use the Opportunity Related Item to Create a Project

With the opportunity opened, then click the Related Items button and select the New Project option.

Save an Opportunity as a Project

For more information on the save process, see Save a Document.

With the opportunity opened, click the Save button and then select the Save As option.
The Save As dialog box displays.
In Transformations, select the New Project option.
Click Create.

Create a New Project from an Opportunity

For more information on the add process, see Add a Document.

From the toolbar, click the New button and then select the New From... option.
The New dialog box displays.
In the Types area, select Opportunity.
In the Results area, search for and select the opportunity.
In Transformations, select the New Project option.
Click the New button.

Information Imported into the New Project

When a new project is created based on an existing opportunity, the following information is defaulted into the project:

Project Field	Defaulted Information
Name	This field defaults to the opportunity Name.
Client	This field defaults to the opportunity Client.
Currency	This field defaults to the opportunity Currency.
Fee Amount	This field defaults to the opportunity Fee, which is a sum of all labor, expense, subconsultant values across all companies and organizations. Note: If the opportunity Fee is negative, the Fee Amount defaults to zero.
Start Date	This field defaults to the opportunity Project Start Date.
Finish Date	This field defaults to the opportunity Project Finish Date.
Work Type	This field defaults to the opportunity Work Type.
Business Unit	This field defaults to the opportunity Business Unit.
Market Segment	This field defaults to the opportunity Market Segment.
Service Line	This field defaults to the opportunity Service Line.
Description	This field defaults to the opportunity Description.
Comment	This field defaults to the opportunity Comment.
Manager	This field defaults to the opportunity Manager.
Company	This field defaults to the opportunity Company, which is defined in either the General or Responsibility area depending on the displayed view.
Organization	This field defaults to the opportunity Organization, which is defined in either the General or Responsibility area depending on the displayed view.
Locations	This defaults to all of the locations defined for the opportunity.
Contacts	This defaults to all of the contacts defined for the opportunity.
Variance Level	This is defaulted to 1.
Organization Variance Responsibility	This is set to All unless an appropriate default has been defined for your firm.
Budget Category Variance Responsibility	This is set to All unless an appropriate default has been defined for your firm.
Budgets	Budgeted organizations will be created as children of the root level task, and budgets are created as children of each budgeted organization. A budget is only created if it will have an amount and an appropriate budget category has been defined in Global Settings. How the budget is created is dependent on how variance level rules are set in the project. Fee is Zero: If the opportunity Fee is zero, budgeted organizations and budgets are not created. Budget is Negative: If the budgets are negative, the budgets are not created. Organization Variance Responsibility and Budget Category Variance Responsibility is One: If both the Organization Variance Responsibility and the Budget Category Variance Responsibility are set to One, one budget organization is created for the opportunity's responsible organization, and one budget is created for the default budget category defined in Global Settings, and the opportunity's Fee is set as the budget effort. Organization Variance Responsibility is One and Budget Category Variance Responsibility is All: If the Organization Variance Responsibility is set to One and the Budget Category Variance Responsibility is set to All, one budget organization is created for the opportunity's responsible organization. In addition, up to three budgets will be created based on the opportunity's Labor, Expense, and Subconsultant values. If Labor has a value, a budget is created for the labor budget category or default budget category defined in Global Settings and the budget effort is set to the opportunity's Labor value. If Expense has a value, a budget is created for the expense budget category defined in Global Settings and the budget effort is set to the opportunity's Expense value. If Subconsultant has a value, a budget is created for the subconsultant budget category defined in Global Settings and the budget effort is set to the opportunity's Subconsultant value. Organization Variance Responsibility is All and Budget Category Variance Responsibility is One: If the Organization Variance Responsibility is set to All and the Budget Category Variance Responsibility is set to One, a budget organization is created for each organization defined in the opportunity's Estimated Fees area, one budget is created for the default budget category defined in Global Settings, and the opportunity's Fee is set as the budget effort. Organization Variance Responsibility is All and Budget Category Variance Responsibility is All: If the Organization Variance Responsibility and the Budget Category Variance Responsibility are set to All, a budget organization is created for each organization defined in the opportunity's Estimated Fees area. In addition, up to three budgets will be created based on the opportunity's Labor, Expense, and Subconsultant values. If Labor has a value, a budget is created for the labor budget category or default budget category defined in Global Settings and the budget effort is set to the opportunity's Labor value. If Expense has a value, a budget is created for the expense budget category defined in Global Settings and the budget effort is set to the opportunity's Expense value. If Subconsultant has a value, a budget is created for the subconsultant budget category defined in Global Settings and the budget effort is set to the opportunity's Subconsultant value.
Authorizations	The opportunity's estimated fees will be defaulted as authorizations. No Estimated Fees: If the opportunity does not have any estimated fees, no authorizations are created. Authorization Basis is Organization: If the Authorization Basis is Organization, a new authorized organization is created for each organization defined in the opportunity's estimated fees. Authorization Basis is Company: If the Authorization Basis is Company, a new authorized company is created for each company defined in the opportunity's estimated fees.

Add a New project Using Project Template

You can also use the Project Template property on an opportunity to identify a project template to use when creating a new project from the opportunity.

Information Imported into the New Project Using Project Template

When project template is used to create a new project from an opportunity, the following Project Template information is used (instead of the Opportunity data) in the newly created project:

Project - Pricing Tab fields (all)
Project - Tasks Tab fields (all)
Project - Resources Tab fields (all)
Project - Bill Terms Tab fields (all)
Project - Bill Structure Tab fields (all)
Project - Info Tab - Project Controls Property Group

Note: When Bill Terms are created, the Client is the Client on the opportunity.

The following additional Project Template fields are also populated into the new project:

Project Field	Defaulted Information
Director	This field populates from the template project.
Administrator	This field populates from the template project.
Company	Company if copied from an opportunity, remains from the opportunity. Otherwise, the newly created project company is the company of the employee.
Organization	Organization if copied from an opportunity, remains from the opportunity. Otherwise, the newly created project organization is the organization of the employee.
Manager	Manager if copied from an opportunity, remains from the opportunity. Otherwise, the newly created project manager is the manager of the employee.
Locations	Locations contains Project Template locations and the Opportunity details locations. If both Template and the Opportunity have Primary set for a location, Primary on the newly created project is the associated location from the Primary Opportunity location.
Contacts	Contacts contains Project Template contacts and the Opportunity details contacts. If both Template and the Opportunity have Primary set for a contact, Primary on the newly created project is the associated contact from the Primary Opportunity contact.
Opportunities	Opportunities contains Project Template opportunities and a new entry for the source opportunity.