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Project Service tie to Opportunity

  • 1.  Project Service tie to Opportunity

    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?

    Elena Sahlein
    ERP Systems Analyst
    Biamp Systems
    Tigard OR

  • 2.  RE: Project Service tie to Opportunity

    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,

    Laurent Maneville
    Drummondville QC

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