Display the Move Opportunity Assignments Dialog Box

Display the dialog box in Project View.

To display the dialog box:

  1. If you have not already closed or inactivated the opportunity, do one of the following:
    • If the CRM application is activated, select the opportunity in the Opportunities hub, click Close Opportunity, enter the required information on the Close Opportunity dialog box, and click Save. In the message that displays, click the link to display the opportunity's resource plan in Project View.
    • If the CRM application is not activated and, thus, you do not have an Opportunities hub, display the opportunity on the Opportunity Plan Structure form, select Edit Opportunity on the Actions menu, change the status of the opportunity to Inactive, and save that change. In the message that displays, click the link to display the opportunity's resource plan in Project View.

    If you previously closed or inactivated the opportunity, select the opportunity in Project View.

  2. In Move or delete resource assignments. displayed above the grid, click the Move link.
Parent Topic: Move Opportunity Assignments Dialog Box