Mapping SI Projects as Manage Projects (D-Tools)

Projects that are in a “Won Progress”  will create a Project in Manage (in addition to creating a Won Opportunity).  

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. (See Sync Configuration.)

Phases and Project Tickets

Individual Locations and sub-Locations in D-Tools SI will be translated into Phases and Project Tickets in Manage and each Project Ticket will contain the product items assigned to that Location in D-Tools SI.

Did you find it helpful? Yes No

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