Converting a Project to an Opportunity

1) Go to the Projects module and select a Project

 2) Click the dropdown arrow in the top right-hand corner with ‘Mark as Viewed’ written on it and select ‘Convert to Opportunity’

3)  The below message will appear to confirm the Opportunity has been created

4) When the project refreshes after creating an Opportunity, you will see the ‘Related Opportunities’ in the left-hand panel has updated. Click on this or go to the Opportunities module to find your new Opportunity

5) Click into the ‘Related Opportunity’, then click on the Opportunity name to get to the new Opportunity. The below view is what you will see

6) Kindly note that once in the new Opportunity, the original Project will always be linked to it within the Opportunity Information Section

7) To Convert Multiple Projects into Opportunities in one go, simply select the required Projects and use the dropdown button highlighted below. Then select ‘Convert to Opportunities’

8) You will get a notification to say, ‘Opportunities created’ once this has completed, then these will appear in your Opportunities module

9) To Mass convert Projects you need to be in, or create a ‘Custom View’ (See separate document relating to Filters and Custom Views)

10) Click the check box in the top row with ‘Project Name’ to the right of it. When you do this, it will select all the Projects in that page.

It will also give you the choice to ‘Select all Projects in this view’ above the checkbox. Select this to select all Projects within your Custom View.

11) To mass convert the selected Projects into Opportunities in one go, use the dropdown button highlighted below. Then select ‘Convert to Opportunities’