Opportunity Management

PSA

Which 3 related objects can be created from an Opportunity?

1. Resource Request

2. Budget

3. Project

True/False - PSA Automatically distinguishes revenue between products and services?

True

When creating a project from an Opportunity how can the fields/columns displayed be edited?

Edit the field sets in the ‘Project Details Editable’ part of the Custom Setting ‘Create Project Personal’

True/False - the config. option that draws the budget from the total of services products is set to TRUE as default? Where is it found?

• True - it defaults to TRUE meaning the budget is taken from the Total of the Services Products. These are denoted as Opportunity Products where IsServicesProductsItem = TRUE

• It is in the the Create Project config group (budget-default-use-services-attached-from-products)

What 2 ways can Opps be used to represent a change order?

1. Create a new Opp

2. Extend the existing budget

How do you create the Project from the Opp?

Create Project link in the actions section (Admin may need to add this lighting component to the page)

What Permission Sets are needed to edit the Mapping between Opp and Projects?

• FDN Core - Mapping

• PSA Manage Create Project Mappings

In order to Map a field between the Opportunity and Project it must be included in either the _______ or ________ field sets in the Create Project Personal Custom Setting.

Hidden or Editable

Is it Best Practice to create a Resource Request on the Opportunity?

Yes, from templates if possible, using Skills and Certs as much as you can

What, on the Opportunity, represents fixed-fee components and what will they turn into on project creation?

Products will turn into Milestones

Is it Best Practice to use Project Templates?

Yes

Is it Best Practice to create the budget at Project or Opp level?

Opportunity

2 Best Practice processes to do on Project creation?

• Submit Resource Requests for staffing

• Generate a Project Baseline