How do I create a new Project from an Opportunity?

If you have an existing Opportunity and the work is subsequently won, you can transpose it into a full Project (or multiple projects) without having to re-enter the details.

1. From the Navigation Panel, under Public Zones, select Opportunities.
2. The Opportunity Management page is displayed showing cards for any existing opportunities logged. Select the appropriate opportunity you wish to edit.
3. At the centre right of the screen, click Move to Project.
4. You can now specify (optionally) if you wish to use a Template for the new Project. Select from the drop down list (if any) the Template you wish to use.
5. Confirm the changes.