View Business Opportunity
Explanation
Use this activity to view business opportunity lines pegged to deliverable
lines related to versions included for a customer.
Prerequisites
An estimate must exist with a customer connected which has an included
version where the deliverable lines are pegged to a corresponding business opportunity
line.
System Effects
There are no system effects.
Window
Estimate
Related Window Descriptions
Estimate/Deliverables
Procedure
- Open the Estimate window and search for the
required Estimate ID.
- In the Deliverables tab, select the customer
whom you want to view pegged business opportunity lines.
- Select the included version, with deliverable lines pegged to
business opportunity lines to view.
- Right-click and then click Business Opportunity.