Create and Promote Opportunity as Project

To promote projects, it is mandatory that the associated Account should be Linked/Promoted to Acumatica.

Let’s move ahead and learn how to Promote projects from Salesforce to Acumatica: 

1. Click on the related tab present on the Salesforce Account Page for creating new Opportunity and then click on the “New” button to create new Opportunity as Project for the Account. 

1. Enter the necessary project details to create the Project.

1. After entering all the required details, click the “Save” button to create the project. You can then add multiple “Project Tasks” to the project and include multiple products (Project Budget) under each task.

1. To create a Project Task, go to the related tab on the Opportunity page and click the “New” button to create a new Project Task to the project.

1. Enter the necessary details and click on “Save” button to create the Project task against the Project.

1. Now to add the products against the “Project Task”, navigate to the related tab present on the Opportunity Page and then click on the “Add Products” button against the Products to add new products for the Project Task.

1. After adding the required products, click on “Next” button to enter the necessary details for the selected products such as Quantity, Line Description & Project Task then click on “Save” button to save the added products.

1. After creating a “Project Task” under the “Project” and adding the required “Products” to that task, click the “Promote Project” button to promote the project to the ERP system.

1. Clicking on “Promote Project” button a confirmation popup window appears and clicking on “Yes” button promotes the Project to the Acumatica ERP.

To verify the promoted project in Acumatica ERP, go to the “Project” module, enter the “Project ID,” and search for it. You will see the promoted project tasks along with their associated products.