Update Opportunity Template Details - EcoSys - 4.03 - Administration & Configuration - Hexagon

EcoSys Help - Portfolios and Contracts Administration (4.03)
Language
English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
4.03

After creating an estimate header, the EcoSys user may update the data in the template.

  1. Navigate to Admin > Portfolios Admin > Opportunity Template Setup.

  2. In the Template Register panel, click the Template ID hyperlink. The Template Details panel appears.