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Planview Customer Success Center

Is it possible to make the field Opportunity - Winning competitor optional? (2014)

QUESTION

When the opportunity outcome is set to 'lost', the field 'winning competitor' must be populated, even when it is set to 'not mandatory' in meta data. Otherwise, there is an error when saving the opportunity. Can this field be made optional for opportunities that are lost?

 


ANSWER

This is not possible. The field opportunity - winning competitor is mandatory in a Changepoint PSO installation when the opportunity outcome is set to 'lost'.