turn opportunities in projects & clean projects lists pedro 5/24/2007 7:36:01 PM I have 2 questions regarding the BCM 2007. Is possible to link a "Closed Won" opportunity to a business project. This business project is the result that prospect originated, and thus, it might be usefull to to keep all the history of the opportunity linked to the new history? The idea is that the history of the business project links to the past history of the opportunity. The second question is about the lists that we have to choose the links. When i create a project task, i'll link it (for example) to a business project. Is that possible that the closed business projects doesn't appear in the selection list? Otherwise, we will have a huge list with all the "registered" business projects, even when they are already closed. Looking forward for your support. Cheers.

Re: turn opportunities in projects & clean projects lists "Lon Orenstein" <Lon[ at ]pinpointtools.com> 5/24/2007 7:47:18 PM Pedro: There is not a way to link an Opportunity to a Project. Your best method is to link everything to the Contact (and maybe link that to an Account) and that way everything is in one place -- the Contact. For the second question, I would customize a View in Business Projects that filters out the closed Projects so they don't appear. Then, you can right click on the project, choose Create, New Project Task for Project, and that will automatically link. It's fewer clicks than starting with a blank task and then drilling down to find the project you want to link to. HTH, Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc Lon[ at ]pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 www.pinpointtools.com "pedro" <pedro[ at ]discussions.microsoft.com> wrote in message news:6488AB7F-FC58-497D-8BFF-33208D80FB6E[ at ]microsoft.com... [Quoted Text] >I have 2 questions regarding the BCM 2007. > > Is possible to link a "Closed Won" opportunity to a business project. This > business project is the result that prospect originated, and thus, it > might > be usefull to to keep all the history of the opportunity linked to the new > history? The idea is that the history of the business project links to the > past history of the opportunity. > > The second question is about the lists that we have to choose the links. > When i create a project task, i'll link it (for example) to a business > project. Is that possible that the closed business projects doesn't appear > in > the selection list? Otherwise, we will have a huge list with all the > "registered" business projects, even when they are already closed. > > Looking forward for your support. > > Cheers.

Re: turn opportunities in projects & clean projects lists Bryan 6/25/2007 8:28:04 AM I've got to admit this is something I find very strange. Can anyone explain to me why we can't or wouldn't want to not only link but CREATE a project from a closed won opportunity. It has so much information which is valuable to the project! "Lon Orenstein" wrote: [Quoted Text] > Pedro: > > There is not a way to link an Opportunity to a Project. Your best method is > to link everything to the Contact (and maybe link that to an Account) and > that way everything is in one place -- the Contact. > > For the second question, I would customize a View in Business Projects that > filters out the closed Projects so they don't appear. Then, you can right > click on the project, choose Create, New Project Task for Project, and that > will automatically link. It's fewer clicks than starting with a blank task > and then drilling down to find the project you want to link to. > > HTH, > Lon > > ___________________________________________________________ > Lon Orenstein > pinpointtools, llc > Lon[ at ]pinpointtools.com > Author of Outlook 2007 Business Contact Manager For Dummies > Author of the eBook: Moving from ACT! to Business Contact Manager > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 > www.pinpointtools.com > > > "pedro" <pedro[ at ]discussions.microsoft.com> wrote in message > news:6488AB7F-FC58-497D-8BFF-33208D80FB6E[ at ]microsoft.com... > >I have 2 questions regarding the BCM 2007. > > > > Is possible to link a "Closed Won" opportunity to a business project. This > > business project is the result that prospect originated, and thus, it > > might > > be usefull to to keep all the history of the opportunity linked to the new > > history? The idea is that the history of the business project links to the > > past history of the opportunity. > > > > The second question is about the lists that we have to choose the links. > > When i create a project task, i'll link it (for example) to a business > > project. Is that possible that the closed business projects doesn't appear > > in > > the selection list? Otherwise, we will have a huge list with all the > > "registered" business projects, even when they are already closed. > > > > Looking forward for your support. > > > > Cheers. > >