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Administrator Guide
Last Updated: 2023-10-06
Associate a Project with a Sales Opportunity

Associate a Project with a Sales Opportunity

  • Add
    Opportunity
     as a worktag type for the project transactions on the
    Maintain Related Worktag Usage
     task.
  • Configure derived worktag rules to tag your transactions with the opportunity.
  • Configure the
    Create Project
     business process and security policy in the Project Tracking functional area.
When you create an opportunity in a third-party software application like Salesforce.com, Workday generates opportunity and prospect worktags. You can use these worktags to tag expense reports, purchase orders, and projects. Tagging a project enables you to track sales expenses before securing the sale or incurring project expenses. This process enables you to track labor costs and expenses for a specific sales deal.
  1. Access the
    Create Opportunity Project
     task.
  2. Complete the project summary and reference information.
  3. Select the related
    Opportunity
     in the
    Default Worktag
     column.
When you generate transactions related to this project, Workday tags the transaction with the opportunity.