You can use opportunity to project integration to:
To create project requests from opportunities in Oracle Sales, submit the PRC: Manage Project Requests and Maintain Projects concurrent program with the mode parameter selection Create Project Requests. For information about the PRC: Manage Project Requests and Maintain Projects process, see: Manage Project Requests and Maintain Projects.
If you are integrating with Oracle Sales, you can view the project requests created by the PRC: Manage Project Requests and Maintain Projects process in the Project Requests page. The Project Requests page is a list of project requests made in Oracle Sales. This list displays the project request type (pursuit or delivery), the estimated project value, and related information.
To access this page, choose the Operation Manager responsibility and click Project Requests. This page enables you to:
Create personalized views of the Project Requests
Filter request lists based on different criteria
Use simple and advanced search features
For each project request, you can:
Create a project from the request
Cancel the request
View opportunities and projects that are associated with the project request
To view project request details, click the project request name in the Project Requests page. The Project Request Detail page displays the following information:
Opportunity owner associated with the project request
General information for the project request such as name, type, description, value, currency, status, and source information
Customer or prospect information such as, customer name, party number, address, and account.
You can create a project from a project request using the Project Requests page. For details, see: Creating Project Requests.
To view relationships between opportunities, project requests, and projects, select a project request on the Project Requests page, and click the View Relationships button. The Relationships page enables you to view and navigate the associations between opportunities, project requests, and projects.
You can view relationships between opportunities, project requests, and projects, depending on how many project requests you create for an opportunity.
For every opportunity, you can have a maximum of two project requests (one pursuit request and one delivery request). Each project request can be converted to a project. Therefore, each object can have a maximum of five related objects.
The following table shows the possible related objects for each object.
| Object | Maximum Possible Related Objects |
|---|---|
| Pursuit Project Request | Opportunity, Delivery Project Request, Pursuit Project, and Delivery Project |
| Delivery Project Request | Opportunity, Pursuit Project Request, Pursuit Project, and Delivery Project |
| Pursuit Project | Opportunity, Pursuit Project Request, Delivery Project Request, and Delivery Project |
| Delivery Project | Opportunity, Pursuit Project Request, Delivery Project Request, and Pursuit Project |
Using the links on the Relationships page, you can:
Drill to the Project Request Details page by clicking on the project request name or number.
Drill to the Project home page by clicking on the project name or number.
When opportunity information is updated, you can also update the pipeline information such as probability, value and expected approval date on projects, and send notification to the project manager and staffing owner of the changes.