This procedure allows you to create a new opportunity by assigning the attributes setup by the administrator for the selected template. When a new opportunity is created, the status of the opportunity becomes Initiated, enterprise-level validation checks are added to the opportunity, and a log entry appears in the Opportunities Log panel.
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Navigate to Portfolios > Opportunities.
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Click the Actions list and select Create Opportunity from Template.
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Type in the Opportunity Name.
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Click the Opportunity Template ellipsis and select the required template.
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(Optional) Click the Security Organization ellipsis and select the required security organization.
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(Optional) Type in a Comment.
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Click RUN and then OK. A new opportunity appears in the Opportunity Register panel.
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To view the status log of the opportunity, click the Status hyperlink in the Opportunity Register panel.
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To view the validation checks, click the Validation Count hyperlink in the Opportunity Register panel.
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