Update Opportunity Template Details - EcoSys - 4.02 - Administration & Configuration - Hexagon

EcoSys Help - Portfolios and Contracts Administration (4.02)
ft:locale
en-US
Product
EcoSys
Subproduct
Standard Product
Search by Category
Administration & Configuration
EcoSys Standard Version
4.02

After creating an estimate header, the EcoSys user may update the data in the template.

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

  2. In the Template Register panel, click the Template ID hyperlink. The Template Details panel appears.