If no Opportunity Owner is specified, the creator of the project becomes the default owner.
To create a project
1. From Process Mgr, select Process manager.
2. Click Create New Process.
3. Select a Process Type, which are created in Process Mgr > Set up module.
4. Define the project and identify the primary contact for the project.
5. (optional) Click the Source Code lookup icon to select the source code associated with the project.
6. Click Save.
The Products, Subscription, and Distributions fields can be specified by selecting values from a drop-down list, if the underlying tables have been set up:
■ For Sales Opportunity types, the Products drop-down list is populated by the members of the Products table defined in AR/Cash > Set up tables.
■ For Member Opportunity types, the Subscription drop-down list is populated by the Products defined in Billing > Set up module which have the Product Types of SUB and DUES.
■ For Donor Opportunity types, the Distribution drop-down list is populated by the Distributions and Premiums defined in Fundraising > Set up Tables.
If the Primary Contact has one or more sales representatives or regional managers associated in relationships (see Determining roles and responsibilities), these people will be assigned to the project automatically.You can view the assigned salesperson and manager information by opening a project and selecting Groups > Owner Roles.
Note: If a solicitor is designated for the primary contact in the Donor Data tab of the Customers module, the solicitor will also be assigned to the new project.
If you need to create more relationships that create group owners automatically, you can update the string parameter "OpportunityDefaultOwnerRoles" in the SystemConfig table. The current string is: 'Salesperson!<solicitor>!SALES,Sales Manager!MB,Regional Manager!RM'. Additional relationships can be added by Adding ,[Role Name]![Relationship Name] to that configuration string.
To edit a process type
You can override the default settings for a project when you create the project. If you are the Opportunity Owner, you can make changes to the project at any time. The options for editing are:
■ Edit the project summary
■ Change the default action plan
■ Bypass a stage in the action plan
■ Add tasks
■ Change the task owner
■ Edit project security settings
■ Edit project group roles
You can add new contacts to opportunity group roles. Before a new contact is added to the database, you are notified of possible duplicates. At this point, you can continue or cancel the insert.
Contact records that are added from a project follow the same data entry standards as records added through Customers, except:
■ The system does not consider values for the Auto Assign Member Numbers, Institute Type, and Suppress Individual Name Fields for Company Records fields on the Customer Setup - Basic Options page.
■ The values for the Major Key Prompt, Must be Unique, and Flow from ID fields on the Customer Setup - Basic Options page are not relevant.
■ The system does not consider whether the Disable Auto Flow Down of Company Address Information field on the Customer Setup - Advanced page is enabled.
To edit the project summary
1. From Process Mgr, select Process manager.
2. Edit the project:
□ Click the Definition tab to edit general project information.
□ Click the Summary tab in the Primary Contact area, or the Definition tab, and then select the primary contact's name to view or edit prospect information.
□ On the Summary tab, scroll to the Related Projects area. Select a project to edit a related project for this contact.
3. Click Save.
To delete a project
When you delete a project, the Project Status changes to Canceled and the project remains in the system for historical reporting purposes.
1. From Process Mgr, select Process manager.
2. For each opportunity that you want to delete, select the corresponding checkbox.
3. Click delete selected.