During opportunity set up you can create a Snapshot. A snapshot is a preliminary estimation of the expected revenue and costs for a project should it go ahead. It is helpful to allow you to quickly estimate the project margins.
Creating a snapshot is not mandatory.
Once you have completed the Snapshot should the project proceed past an opportunity, you will be able to add more detail in the Budget Plan. Any data entered in the Budget Plan will override the snapshot therefore you do not need to worry too much about getting information entered at this stage 100% correct. It is only there to help guide you.
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