Create multiple project opportunitiesLast updated on 03/22/2022
When you have multiple trades linked to a single project, you can create multiple project opportunities so you can easily distinguish the work for each trade in a project. Note: A project opportunity can have more than one estimate.
Create project opportunities
Go to the navigation bar and click the search icon.
Click the What do you want to search for? dropdown, select Project, and click the search icon.
Click the project to which you want to add an additional project opportunity.
Click Add another.
The Build Estimate(s) pop-up opens. Note: Build an estimate appears on your project only if you haven’t created any project opportunities for your project. After you add your first estimate and a project opportunity is created, Build an estimate option is no longer there.
To add additional project opportunities, click Add another.
Select an estimate template or click build a new estimate. For more on building estimates, see Create an estimate for a project.
To finish building the estimate and create a project opportunity, see Create an estimate for project opportunity.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.