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Project Service tie to Opportunity

  • 1.  Project Service tie to Opportunity

    GOLD CONTRIBUTOR
    Posted 11 days ago
    I am trying to figure out how the flow from Opportunity to Project Service works, if it does.
    I have an opportunity in Test environment that has a service product on it, I can process to Quote.  I want this to open a project in project services.

    I have created a project stand-alone with templates, resources, etc. but want the CRM opportunity to start the project when it is quoted or when won.

    Has any one done this?

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    Elena Sahlein
    ERP Systems Analyst
    Biamp Systems
    Tigard OR
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  • 2.  RE: Project Service tie to Opportunity

    SILVER CONTRIBUTOR
    Posted 10 days ago

    Hi Elena,

    You have to add your project in the project base Line you have created in the quote :

    Then, when the quote is won, the project will follow in the Project Contract project lines.
    Best Regards,


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    Laurent Maneville
    Nmédia
    Drummondville QC
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