You can now integrate CRM opportunities to project in iBE. There are multiple ways in which this new feature can be used, as follows:

• The most common requirement expressed by our clients is to automatically convert the opportunity to a project when it is closed or when it reaches a stage where resource planning should be carried out. You can configure an opportunity workflow stage to automatically generate a project or indicate that the opportunity type should create a project when closed or won. A new project is automatically generated and linked to the opportunity based on a template defined in the opportunity. The template in turn is inherited from the opportunity’s service or opportunity type set-up
• Another common request from clients is to use a project to calculate the opportunity or quoted price, by summing up planned resource costs from a scheduled and resource loaded “quotation-project”. A special project type can be used for this purpose and either linked back to the opportunity or generated when the opportunity is first created. The planned costs and revenues can be automatically transferred from the quotation project to the opportunity so that your quotation is based on accurate loaded project revenues
• The last – less common – requirement is to create a project to manage the sales campaign, booking all sales activities and costs to a sales project in order to get a report of total sales cost. This is more beneficial for larger sales cycles costing in excess of $50k, but you can use this strategy for any opportunity. A sales project is generated when the opportunity is first created but instead of creating this project from a template, sales activities added to the opportunity are simultaneously assigned to the sales project