This feature is only available if you have a sharemundo links® solution that includes project management. solution that includes project management.
Note This section is only accessible to the company administrator and users with administrative rights (administrator users).
Step 1: Go to the 'Opportunities and Offers' section from the navigation menu.
Step 2: Go to the 'Offers' tab.
Step 3: Click on 'Convert to project' in the action menu of the offer you wish to convert.
Note: this menu is in the last column of the table (far right).
Step 4: Most of the fields in the project creation form are already pre-filled.
Enter the missing information (description, contract type, priority, project address, budget information) and click on 'Save'.
Notes:
- you can also modify the other fields if required.
- For more information on project creation, click here.