Home > SI Documentation (v20) > User Guide > Projects > Project Explorer > Creating Projects > New Project from D-Tools Cloud

New Project from D-Tools Cloud

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This option allows you to create a Project in SI from a Won Opportunity within D-Tools Cloud. Click here to view the FAQs for the D-Tools Cloud to SI Integration. Click here for instructions on how to set up the integration between D-Tools Cloud and SI.

 

When an Opportunity is won in D-Tools Cloud, you will be prompted to choose whether to manage the Project in D-Tools Cloud or in SI:

 

cloud won.jpg

 

The Won Opportunities are not automatically created in SI. From the Project Explorer you must click Create->From D-Tools Cloud:

 

create.jpg

 

The following dialog will open displaying the available won Opportunities to choose from:

 

import form.png

 

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.

 

Note: If you have Approved Project Required Fields set, you will be prompted to enter those fields before the project will be marked as approved.

 

You can choose whether or not to "Import as a Unit-based Project".

 

Note: This setting allows you to override your Project Rules setting for wether to convert quantity-based projects to a unit-based projects when the project is approved.

 

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