• Start Here
    • About Project Analyzer
    • Performing Initial Project Setup
    • Saving Your Work
    • Working with the Data Entry Grid
  • Work with Tabs
    • Color-Coding of Tabs in Project Analyzer
    • Project Scope Tabs
    • Accounting Tabs
    • Project Budget
    • Project Monitoring
    • Business Development
  • Use Projection Tools
    • Financial Projections: Toolbar
    • Staffing Projections
    • Team Projections
    • Net Revenue Chart
    • Net Revenue Projections
    • Billing Projections Chart
    • Billing Projections Summary
    • Budget Summary Chart
    • Budget Summary
    • Labor Projection Chart
    • Labor Budget Projections
  • Guides
    • User
    • Accounting
    • System Admin
  • Configure your System
    • System Configuration: Toolbar
    • General Settings Tab
    • Security Tab
    • Options Text Tab
    • Companies and Offices Tab
    • Default Opportunity Phases Tab
    • Disciplines Tab
    • Office Labor Rates Tab
    • Accounts Tab
    • Team Roles Tab
    • Consultants Tab
    • Efforts Tab
    • Employees Tab
    • Annual Budgets Tab
    • Newforma Project Center Tab
    • Labels Tab
  • All Files
You are here: Guides > User > Create an Active Project From an Opportunity
  • User
    • Create a Custom Filter
    • Create a Labor Budget Baseline
    • Create a Task
    • Create an Active Project From an Opportunity
    • Create the Project Team Using Team Builder
    • Create the Schedule
    • Delete an Opportunity
    • Disable Inter Office Staffing in a Project
    • Export Project to Excel
    • Import an Opportunity
    • Import From Another Effort
    • Load Labor Budget from Team
    • Load Labor Budget From Tasks
    • Load Tasks from a Template
    • Make Detailed Assignment Plans
    • Make Detailed Staffing Assignments
    • Make Detailed Task Assignments
    • Modify a Project
    • Set Auto Save
    • Set Currency Equivalents
    • Show Assignment Conflicts
    • Update Statuses in a Project
    • Use the Employee Filter
    • User Settings

Create an Active Project From an Opportunity

To convert an opportunity plan to an active project plan when the project is won, please refer to Import from Another Effort.