You have created an opportunity and it's now time to transform it into a project?
Here are the elements to take into consideration:
Be it a delegation of skills, a fixed price or a recruitment opportunity, you can have a look at the following tutorial in order to know how to correctly proceed: : Managing your opportunities
- Select the « won » state of the positioning you'd like to transform (or any other state that has been customised on your environment)
Attention: If the candidate still has not been converted into a Resource, you'll get an error message when trying to transform the positioning.
Therefore, you will need to convertir ce candidat en ressource before trying again.
Even for freelancers or sub-contractors, it will be important to create a contract for the new resource.
- Click on « Confirm » in the pop-up displayed on the screen.
The opportunity will then be converted into a project and you will be redirected to the project card.
If several positioned people have to be added to the project, you'll need to go back to the "Positionings" tab of the initial opportunity and change the state of the other positionings. But this time you'll need to select the already existing project in order not to create another project.
To create a fixed price project, you do not have to position resources. Therefore you can directly go to the Information tab of the opportunity and change its global sate.
- Change the sate of the opportunity and select "Won" (or any other state that has been customised on your environment).
- And then click on confirm.
Thus, you'll be able to qualify the project directly and add (from the Deliveries tab) the missing information (turnover, deliveries...). You can have a look at the following tutorial to find out more about qualification des projets au forfait de A à Z pour plus de détail.
For the product opportunity type, you need to position products which have been created in the Products module in the first place. This way, you'll just need to indicate the correct period (start date and end date) and the number of planned schedules. When the opportunity is won, you'll have to change the state of the positioning to Won.
We hope that this tutorial has been of any help and we invite you to let us know by voting in the dedicated section below.
If you still have other questions, feel free to get in touch with our Support team :