Opportunities related to specific project

Hi there,

I'm trying to see if there's a way to filter opportunities by their assignment to a specific project. I'd like to be able to see opportunities which are only associated to a certain project without having to link each one individually to the project. Is that an option?

Thanks,

Gal

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8 comments
  • Great! Looks like we're on the same page :) 

    Do This Right Now: If you have multiple Opportunities under one Project, the best way to relate them is to manually link them together.

    Do This For ALL Future Opportunities/Projects: If you have one Opportunity for one Project, then use the Opportunity's Convert to Project feature and it will automatically create you a new Project and link them together. If not, please continue to manually link them together.

    Once we have all the Opportunities linked to their specific Project(s), then we can export the data and manipulate the data into a custom report. Note: I did view the data export fields, and verified we are able to link the records together via their Record ID. This means we can make this report happen provided we finish the linking process. 

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  • We cannot run reports or filter Opportunities by Projects even if we did link the two together. We may be able to create a custom report which would require us to export the data and use reporting applications to manipulate the data into the report you want. If we did make a custom report, we would most likely want to link the Opportunities to the right Projects in order to relate them.

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  • Thanks for your reply. 

    Technically, I can filter Opportunities by their status and export them that way, but I was eager to find a solution to link Opportunities to a Project, regardless of export needs.

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  • You're welcome, Gal.

    I've got a question, and maybe I'm misunderstanding you. How will Filtering Opportunities by their Status relate them to a Project? 

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  • If the filter I create separates "Won" opportunities from "Open" opportunities, for example, i'm able to sort my export by status. Makes sense?

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  • And just to confirm: filtering the opportunities by status WILL NOT relate them to the project but will associate their status with the project, which I can later sort, upon export. I still need to figure out a way to relate the opportunity to the project and right now manually connecting each relevant opportunity to the project is the only way I see, given that the Opportunity tab doesn't allow sub/further filtration....

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  • Great ways to make it work, Micah!

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  • Understood. Many thanks.

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