Outlook 2007 with Business Contact Manager. Can an opportunity be converted
a project once the job is sold. How is this done if it is possible.

You can try converting it to a sales order. I haven't seen a way to convert
to project.

"BrianMAtWork" wrote:

I might be missing something. But I don't see how the two equate? An
opportunity has items and services and a project has tasks. You probably
want to create a Project at same time as Opportunity as you may want to
assign tasks to people during the opportunity cycle.

"BrianMAtWork" discussions.microsoft.com> wrote in message
news:381F6A47-F110-4DB3-8C8E-586718E49BA5@microsoft.com...

William, you need to come and work out here in the real world for a while.
When developing a sale (Opportunity) we go through many developmental steps
that entail lots of email communication, tasks and many other items that
pertain to the sale (contract). Once the sale is consumated all of those
pieces of communication carry into the project that ensues. Our projects may
take a year or more to develop into the order being issued. During that time
many items of great importance have been decided. However, we may not get the
order so it remains an opportunity forever and never become a project. If I
put it initally into a project, I have cluttered up my project folder. The
way you have it an Opportunity is nothing more than a quote that then becomes
a sales order or invoice. For companies...

Jim,

Boy do I feel your pain completely! I have been sounding off on this board
for almost 5 years about stupid oversights as this. MS has become a clueless
bureaucracy as inept as any government entity. I have strived mightily to
keep my stuff MS but you just can't keep going on with so many glaring
limitations.

I have this image in my mind of the BCM design team being a group of
brilliant, wizard programmer geeks running around in their white lab coats
completely emeshed in their code development. Not a one of them likely to
have ever been involved in any real world business scenarios ... but hey,
they can sure write that code!

-THP

themurf wrote: