Project - Create Lookup to Opportunities

    You can link your projects to Opportunities by creating a lookup field to an Opportunity on the Project. This help article will walk you through how to create an Opportunity Lookup field on the Project. 

     

     

    In Salesforce Lightning

    To configure Projects to include a lookup to Opportunities, you would need to go to the Project Object. 

     

    1. Click on the Gear icon at the top right corner and click on Setup.


       
    2. Go to Object Manager and click on Project.


       
    3. In the menu on the left, go to Fields and Relationships and click on New.


       
    4. Select Lookup Relationship as the Data Type and click on Next.


       
    5. Then, select Opportunity in the Related To field and click on Next.


       
    6. Populate the following details and click on Next.




       
    7. Specify which user profiles are able to see the field then click on Next.


       
    8. Specify which page layouts the field should be added to and click on Next.


       
    9. Finally, specify the label for the Project Related List on the Opportunity record and add the related list to the layout. Click on Save when finished.

     

    In Salesforce Classic

    To configure Projects to include a lookup to Opportunities, you would need to go to the Project Object. 

     

    1. Click on the drop down arrow beside your username at the top right corner and click on Setup.

     

     

    1. Under App Setup on the menu on the left, expand Create and click on Objects.


       
    2. Next, click on Projects.


       
    3. Scroll down the page to Custom Fields and Relationships and click on New.


       
    4. Select Lookup Relationship as the Data Type and click on Next.


       
    5. Then, select Opportunity in the Related To field and click on Next.


       
    6. Populate the following details and click on Next.




       
    7. Specify which user profiles are able to see the field then click on Next.


       
    8. Specify which page layouts the field should be added to and click on Next.


       
    9. Finally, specify the label for the Project Related List on the Opportunity record and add the related list to the layout. Click on Save when finished.

     

     

     

     


    Tags

    Administration

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