Opportunities let you manage multiple scopes, phases, or locations within a single project — keeping all related BOMs, quotes, and due dates organized in one place.
| 1.Create a Project and Edit Opportunities Tab |
From your dashboard, click Create Project.
Click into the Opportunities tab.
You'll see a default entry called Opportunity 1 — this is your starting point.
| 2. Set Up Your First Opportunity |
Update the Opportunity title to reflect the scope (e.g. "Lighting").
Select a Scope from the dropdown.
Assign a Quote Owner — it defaults to the person creating the project.
Assign a Project Manager if different from the quote owner.
Enter a Due Date for this opportunity.
Set the Stage for this opportunity.
Tip: Each opportunity tracks its own quote owner, due date, and stage independently — so different team members can own different scopes within the same project. |
| 3.Add Additional Opportunities |
Click Add Another Opportunity to create a second scope.
Update the title, scope, owner, due date, and stage for the new opportunity.
Repeat for as many opportunities as needed.
Tip: Opportunities can represent scopes (Lighting, Gear), phases (Phase 1, Phase 2), or locations — use whatever structure matches how your team tracks work. |
| 4. Create a Project and Create BOMs Inside Each Opportunity |
Click Create Project once all opportunities are set up.
Click into each opportunity to create its Bill of Material.
Each opportunity holds its own BOMs, quotes, and deliverables.
Note: BOMs and quotes created inside an opportunity belong only to that opportunity — work does not carry across opportunities automatically. |
| 5. Edit Opportunities After It's Created |
Click the arrow to the right of the opportunity name.
Edit the title, scope, owner, due date, or stage in the right-hand sidebar.
Changes save automatically.
Need help? Visit the Parspec Training Academy or use the in-app support chat.