To align project stages between your Sales Organization and EPC Organization, you can enable the EPC Project Stage Mapping setting in your organization settings.
This feature allows you to map stages from the sales organization to corresponding stages in the EPC organization within the database.
Once enabled, this mapping helps ensure consistency in stage tracking and allows projects to be filtered based on the mapped EPC stages.
Follow the steps below to enable this feature.
Step 1: Go to “Settings.”
Step 2: Scroll down and click “Project Settings.”
Step 3: Click the “Edit” button.
Step 4: Toggle on “Enable EPC Project Stage Mapping.”
Step 5: Click “Update” to save changes.