Opportunity Templates are utilized in the creation of all opportunities within EcoSys. Multiple templates may be established for this purpose. Templates are used to control the following project defaults:
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General information, such as a security organization
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Currencies and rates
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Workflow users
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Budget Admin approval thresholds and Budget ID formats
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Change Admin approval thresholds and Change ID formats
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Risk ID formats
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Commitment ID formats
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Forecast approval threshold
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Issue ID formats
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Fund Request formats