Import Vision Opportunities dialog box

Use this dialog box to select opportunities from your financial system and import them into Project Analyzer.

Select Opportunities

Select

Fill in the check-box next to any opportunities to import. The check-box is grayed out for opportunities that have already been imported.

Name

The name of the opportunity. These values come from the financial system.

Opened

The date the opportunity was opened in the financial system.

Find in List

Type a value in this field to filter the opportunities list to display only those opportunities in which the Name contains the string of characters entered.

Import

Click to import the selected opportunities into Project Analyzer.

To access this dialog box

Click Import Opportunities in the Project List section of the ribbon bar Home tab.

This option is only available when Active Opportunities is selected in the project list.