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

1. Open the Estimate window and search for the required Estimate ID.
2. In the Deliverables tab, select the customer whom you want to view pegged business opportunity lines.
3. Select the included version, with deliverable lines pegged to business opportunity lines to view.
4. Right-click and then click Business Opportunity.