Opportunity Add Resource Requests From Template Settings

You can use the configuration options in the Opportunity Add Resource Requests From Template Settings configuration groupA collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature. to control the behavior of the fields that appear when users add a resource request to an opportunity using a template.

Configuration Option Description
display-opportunity-region Indicates whether the Region field appears.
display-opportunity-practice Indicates whether the Practice field appears.
display-opportunity-name Indicates whether the Opportunity Name field appears.
display-opportunity-group Indicates whether the Group field appears.
display-opportunity-account Indicates whether the Account Name field appears.

Related Concepts

Configuration Settings

Managing Configuration

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