SI Projects as Manage Opportunities

SI Projects as Manage Opportunities

Projects in SI are always created as Opportunities in Manage. The Opportunity will be either created in the default status or in the “Won Status” defined in the configuration.  Products on the Project in SI are added as Products on the Opportunity in Manage.

Please note that the following fields are required in SI before a Project can be exported to Manage: Client, Project Name, Primary Contact, Start Date, and End Date. The Assigned To field is not required but will be mapped if the Resource Name in SI matches a MemberID in Manage.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.