We delivered some months back a new feature to automatically generate a project when an opportunity was closed, or based on one of the opportunity sales stages or workflow steps. We enhanced this further to create the project from a template where the template project or task-list may be assigned to either the opportunity type (in settings) or the primary product or service of that opportunity (in the product/service catalog). Today we are further enhancing this feature to:

  • Automatically setup the new project based on the expected start date on the opportunity, and then forward schedule each task in this new project based on the lead time offset of each template task from the template project start date in working (not calendar) days. For example if the template project starts on November 2nd 2015 and has three tasks starting Nov 2nd, 9th and 16th, then a project created for an opportunity with estimated start date of December 1st would have the same three tasks starting December 1st, 8th and 15th
  • Set project leader based on the project template not based on the account rep. assigned to the opportunity
  • Automatically name the opportunity based on the customer or prospect it is for, and automatically name the project which is created based on the opportunity name followed by any text in the template project description. This way you can tell at a glance of the name which customer the project is for
  • Display of the new created project screen in the opportunity KEY INFO tab without having to reload the browser in between to sync things up