Add a Project Code to a Proposal for an Opportunity

Use Proposals tab in the Opportunities Hub to add a project code to a proposal associated with an opportunity.

To add a project code to a proposal for an opportunity:

1. In the Navigation pane, go to the Hubs section and select Opportunities.
2. In Search, select a specific opportunity from the drop-down list. The Opportunities form displays details for the selected opportunity.
3. Click the Proposals tab. The Proposals tab displays a Proposals grid and a Project Codes grid listing all the proposals and project codes currently associated for the selected opportunity.
4. To add a project code, click +Add Project Code. Enter the project code's information on the blank row that displays on the grid.
5. Complete all available field information for the project code. The Project Code is required.
6. Click Save to save your changes or move off the record's row to automatically save the project code. Click to delete the project code's record from the grid.