Connect a deal to a project

Selling the work and delivering it are two records, and the question "what happened to this after we won it" is asked from the deal. The Projekt card answers it, in the right-hand column of a deal's overview, next to what was offered and the upcoming activities.

The card only exists for a workspace that has the Projects module.

Connect one that already exists

1. 1Open the deal and stay on its overview.
2. 2In Projekt, Koppla ett projekt.
3. 3Sök projekt and pick it.

The card then shows the project's name, the phase it is in, and its dates. Clicking the name opens the project.

Create one from the deal

Skapa ett projekt från den här affärsmöjligheten makes a new project that starts out already connected, and fills it in from the deal: the same name, the same customer, the same owner, the deal's close date as the start date, and the deal's value as the budget. If the deal carries an agreement period, the project's end date is set that far out. It lands in your first project phase, like any other new project.

Nothing is copied twice: pressing it again on a deal that already has a project takes you to the one that is there.

Have it happen on its own

An admin can switch this on once for the whole workspace, under Projekt in tenancy settings: Skapa ett projekt när en affär vinns.

När en affär markeras som vunnen skapas automatiskt ett projekt som kopplas till den. Projektet ärver namn, kund, ansvarig, slutdatum och värde och hamnar i din första projektfas. Två projekt skapas aldrig, och säljaren behöver inte vänta.

It is off until somebody turns it on, and it only appears for a workspace that has the Projects module. Winning a deal that already has a project changes nothing. See Mark an opportunity as won for what else happens at that moment.

Take it off

Koppla bort projektet. The project itself is untouched, it simply stops being this deal's project.

A project can carry several deals at once, which is the normal shape for a campaign or a framework agreement. The reverse view, and the way in from the project's own screen, is The deals behind a project.