HSO | ProServ
projects360 for Project Operations — 10.0.28
  • 10.0.43
  • 10.0.42
  • 10.0.41
  • 10.0.40
Table of Contents
HSO | ProServ
  • projects360 for Project Operations — 10.0.28
    • projects360 for Project Operations — 10.0.43
    • projects360 for Project Operations — 10.0.42
    • projects360 for Project Operations — 10.0.41
    • projects360 for Project Operations — 10.0.40
GrabGrab
GrabGrab
  • Introduction
  • What’s new in version 10.0.28
    • What’s new in version 10.0.26
  • Initial configurations
    • Finance and Operations
      • projects360 integration parameters
      • projects360 parameters
      • Dual-write sync from Finance and Operations to Project Operations
      • Periodic tasks
    • Project Operations
      • Company parameters
      • Financial dimensions
      • Autonumber settings
      • Project parameters
      • Contract reason codes
      • Qualify lead parameters
  • Opportunity management
    • Opportunity sales process
    • P-project (Proposal project)
    • Opportunities for Leads (non-customers)
    • Opportunity lines
      • Project Draft
      • Auto-create Quote for project draft
      • Close as Won/Lost and Reopen line
    • Opportunity header close as Won/Lost
  • Contract management
    • Project contract
    • Project contract line
      • Create contract line from project
  • Project management
    • Projects
    • Project tasks
      • Copy Tasks from Project
    • Subprojects
      • Copy Estimated to Original contract
    • Release process
    • Actuals
  • Version History
    • Release Notes v10.0.28

Opportunity lines

This section details out the various enchantments provided for the Opportunity management process at the opportunity line level such as creation of draft project, ability to win, lose or reopen options at the opportunity line level and automatic creation of quote line for draft project created.

Opportunities for Leads (non-customers)
Project Draft
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