Establish Opportunity Object Template Attributes - EcoSys - 3.02 - Administration & Configuration - Hexagon

EcoSys Help - Portfolios and Contracts Administration (3.02)
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EcoSys
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Standard Product
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Administration & Configuration
EcoSys Standard Version
3.02

This procedure allows you to update the template via the General tab and the Currency & Rates tab.

  1. Navigate to Admin > Portfolios Admin > Opportunity Template Structure.

  2. At the top of the screen, in the tool bar, click the Template ellipsis to select the required project template.

  3. Click Refresh icon to update the screen update.

  4. Click the Template WBS tab.

  5. Click the Type hyperlink. The Template WBS Details panel appears.