This reference describes converting an accepted opportunity proposal into a project. Variation proposals follow a different approval flow.
Conversion requirements
Requirement | Behaviour |
Status | The proposal must be Accepted. While it is Draft, the conversion control is disabled. Marking a proposal Accepted does not itself create a project. Only people whose account role has Quote Acceptance can set a proposal to Accepted. Quote Approvals on its own isn't enough. |
Project template | Drum uses the selected Project Template, or your account’s default project templates when Use default templates is selected. A project template must be available. |
Access | You need one of these: Quote Acceptance plus permission to view proposals, or both Create Projects and permission to update opportunities. If you have neither, the control is disabled and reads Your role cannot convert this proposal to a project. Hover over it to see the missing permissions. If your role can't open projects, you're taken back to the proposal after converting, with a message that the project was created. |
Location | The conversion control is below the proposal’s line items, alongside the document actions. |
Project structure options
The conversion preview shows the structure and values that will be used for the new project.
Option | Source | Preview |
Budget structure | The deliverables and tasks in the proposal’s Project Budget. | Deliverables, task counts, estimated hours, budget and contract value. |
Proposal structure | The sections and line items on the Proposal tab. | Deliverables, task counts, quantities and budget based on the proposal line items. |
These options can produce different structures and totals. The customer-facing proposal total and the Project Budget are separate values; do not assume they match. The selected preview is the reference for the project you are about to create.
What conversion changes
Creates a new project using the selected structure.
Links the project to its source proposal. The proposal lists linked projects under Associated Projects.
Marks the parent opportunity as won using its configured successful status.
Budget structure carries the budget’s task estimates into the project. It does not mean those hours have been scheduled into staff calendars.
After conversion
Item | Behaviour |
Convert again | A previously converted proposal can create another project. Its control reads Project Created From Quote. Create Another? This creates a separate project. |
Source proposal | The proposal remains accessible, with its Proposal and Project Budget tabs. |
Project budget | The resulting project has its own Budget tab. Edit Original Budget on a project refers to that project’s budget, not the source proposal’s budget. |
Later changes | Conversion creates the project’s starting structure. Manage subsequent project changes in the project; converting again is not a way to update an existing project. |