With the D-Tools Cloud integration enabled in SI, you can create projects in SI based on the opportunities you win on D-Tools Cloud.
On D-Tools Cloud, when an opportunity is won, you will be prompted to choose whether to manage the project in D-Tools Cloud or SI.
Click Manage in SI, and the opportunity will be saved in SI.
In SI, to convert the D-Tools Cloud opportunity to a project, click Create > From D-Tools Cloud in Project Explorer.
The following dialog will open, displaying the available won opportunities to choose from.
Once you choose an opportunity and click the Import button, the project will be created in SI and open automatically.
The project will be marked as Approved.
If you have Approved Project Required Fields set under the Control Panel, you will be prompted to enter those fields before the project is marked as approved.
If you want the project to be unit-based, select the Import as a Unit-based Project checkbox. This setting overrides your Project Rules setting for converting quantity-based projects to unit-based projects when the project is approved.