This procedure allows you to view or update the opportunity template-related attributes.
-
In the Template Details panel, click the General tab.
-
Edit the template Name if required.
-
Select the required Start Date.
-
Select the required End Date.
-
Click the Responsible Org ellipsis and select the required organization.
-
Click the Stage Gate Process ellipsis and select the required stage gate process.
-
Click the Project Manager ellipsis and select the required project manager.
-
Click the Portfolio ellipsis and select the required portfolio.
-
Click the Client ellipsis and select the required client.
-
Click the Location ellipsis and select the required location.
-
Type in the required Business justification / Objective.
-
Click SAVE.