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Planview Customer Success Center

How to add an item to the Opportunity type list?

QUESTION:
How to add a new item to the Type field in the Opportunities General tab?


ANSWER:
Use the following steps to add an item to the Opportunity type list:

Go to system manager>>User Interface>>Configurable Field Values
Level: System
Category: Opportunity lookups
Code Type:Type/Opportunuty Type, the list would become available

Click Actions, Create to add a new item.