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Planview Customer Success Center

When does Opportunity appear under Entity for Resource Demand Scenario?

What determines if an Opportunity appears under Entity dropdown for Services > Resource Demand > Action > Create Resource Demand Scenario? 

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An Opportunity will appear under Entities for a Resource Demand Scenario if:

- User has access to the opportunity
- User has access to customer
- User has access to opportunity billing office
- User has one of the following features: Manage All Opportunities, Manage Workgroup Opportunities, Edit Opportunities or Delete Opportunities
- Opportunity is not deleted
- Opportunity status in the group of statuses selected
- Opportunity Service records are within the dates selected and match the workgroup, resource and/or functions selected
- Opportunity outcome is not Lost, No Decision nor Other
- Engagement has not been created from the opportunity