Accessing Historical and Future Opportunities from Other Properties

To access historical or future opportunity information in a proposal generated from another property, follow this procedure.

This task is a step in Process of Managing Histories and Futures Data.

To access a historical or future opportunity from another property

1. Navigate to the Opportunities screen, then the Opportunities List view.

2. In the Opportunities list, query for and select a historical or future opportunity to send to another property.

3. In the opportunity record, click the link in the Opportunity Name field.

4. Click the Proposals view tab.

5. In the Proposals list, add a new record.

6. In the Draft Name field, click the single select button.

7. In the Add Attachment dialog box, click Browse and navigate to the network location of the proposal document that contains the historical or future opportunity information you want to access.

8. Select the proposal document, and click OK.

9. In the Name field, enter a name for the proposal.

   The historical or future opportunity information is visible to the current property in the document attachment to the opportunity.