Home > SI Documentation (v18) > 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:




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


import projects.jpg


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.




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