You can Add Opportunity Documents during:

  • New Opportunity creation 
  • Update New Opportunity
  • Review of New Opportunity before Approval 

  

 

1. In the ‘Add New Project Opportunity’ page, fill-in the required details then Add Opportunity Documents either through an Upload or a Hyperlink.

  • ‘Opportunity Documents’ – Any documents or files that support the project or are needed to do a proper review. The files outline the justification of both cost as well as any benefits or opportunities for the project. These files could be completed project charters as well as any quotes, industry best practices, or articles that support the project  

                    Select Hyperlink as the Document Type to add links from your internal SharePoint or library.

                    Select File as the Document Type to upload the file directly.

 
  •  To add more ‘Documents’, click the ‘New Documents’ button. This allows you to add a Hyperlink or file.


 




2. Once 'Add Project' has been selected, you will be redirected to Projects Page and an Opportunity Project (Phase 1) has been created.