Project Fields Based on an Opportunity

When you create a new project from an opportunity, Vision maps data from the opportunity record to the tabs and fields in the new project record.

The following Opportunity Info Center tabs and fields...	Map to these tabs and fields in the new Project Info Center record...
General Tab	General Tab
Opportunity Name	Project Short Name, Project Long Name
Primary Client	Primary Client, General Tab Billing Client, Accounting Tab
Primary Client Address	Client Address
Organization	Organization
Description	Project Description, with category Opportunity Description
Type	Project Type
Estimated Start Date	Start Date, Dates and Costs Tab
Estimated Completion Date	Estimated Completion Date, Dates and Costs Tab
Employees Tab	Team Tab, with the same roles and role descriptions
Vendors Tab	Vendors Tab, with the same roles and role descriptions
Client/Contact Tab	Client/Contact Tab, with all related information
Location Tab	Location Tab, all fields
Project Codes Tab	Project Codes Tab, all fields
Custom Fields and Tabs	Custom Fields and Tabs, will carry over as long as the same custom fields and tabs exist in the Project Info Center