Update Opportunity - EcoSys - 4.03 - Help - Hexagon

EcoSys Portfolios Help (4.03)

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EcoSys
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EcoSys Standard Version
4.03

An opportunity can be submitted for review only when all its validation checks are completed. To complete these validation checks, the opportunity attributes associated with those validation checks must be updated. Follow the procedure below to update the attributes of the opportunities.

  1. Navigate to Portfolios > Opportunities.

  2. Click the Opportunities tab. The available opportunities appear in the Opportunity Register panel.

    SHARED Tip You can customize the view of the Opportunity Register panel from the View Settings.

  3. In the Opportunity Register panel, click the Opportunity ID hyperlink. The Opportunity Details panel appears where the opportunity attributes can be updated.

    All the fields are mandatory unless specified. This is applicable for all the procedures listed in the next sections.

    Opportunity attributes cannot be updated if the status of the opportunity is Submitted.

    opportunities_update_4.01