Close Opportunity - EcoSys - 3.02 - Help - Hexagon PPM

EcoSys Portfolios Help (3.02)

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English
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EcoSys
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EcoSys Standard Version
3.02

This procedure allows you to change the status of the opportunity to Rejected. After the opportunity is closed, the opportunity details cannot be edited, and it is no longer available to be viewed in applicable reports.

  1. Navigate to Portfolios > Opportunities.

  2. Click the Actions list and select Close Opportunity.

    The Close Opportunity dialog box appears.

  3. Click the Opportunity ellipsis to select the required stage gate process.

  4. (Optional) Type a Comment.

  5. Click the Run button. The Close Opportunity confirmation dialog box appears.

  6. Click the OK button.

    To view the status log of the opportunity, click the Status hyperlink in the Opportunity Register panel.