Link an Opportunity to a Project

Linking Opportunity to a Project record involves the following steps:

I. Create a Custom Entity Field:

1. Navigate to Setup > Customization > Entity Fields > New.
2. Name the custom field (for example Opportunity) and set the following:

• Type = List/Record
• List/Record = Opportunity
• Store Value = True
• Applies To = Project
• Display = Select where you want this field to appear (for example Related Records subtab)
  

3. Click 'Save'.

II. Link Opportunity to Project:

1. Edit the Project record.
2. Look for the created custom field in Step I.
3. Select the Opportunity you want to link to the project.
4. Click Save.