• 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 > Import 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

Import an Opportunity

To import an opportunity from your financial system to Project Analyzer:

  1. Select the Active Opportunities section from the Projects list.
  2. Click Import Opportunities on the ribbon bar Home tab. The Import Vision Opportunities dialog box appears:
  3. Select the check-box for any opportunities you wish to import.
  4. Click Import to import the opportunities to Project Analyzer.
  5. Click OK to close the import confirmation message.