Create Opportunity from Template - EcoSys - 4.11 - Help - Hexagon

EcoSys Portfolios Help (4.11)

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EcoSys Standard Version
4.11

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.

  1. Navigate to Portfolios > Opportunities.

  2. Click the Actions list and select Create Opportunity from Template.

  3. Type in the Opportunity Name.

  4. Click the Opportunity Template ellipsis and select the required template.

  5. (Optional) Click the Security Organization ellipsis and select the required security organization.

  6. (Optional) Type in a Comment.

  7. Click RUN and then OK. A new opportunity appears in the Opportunity Register panel.

    • To view the status log of the opportunity, click the Status hyperlink in the Opportunity Register panel.

    • To view the validation checks, click the Validation Count hyperlink in the Opportunity Register panel.