How to change an opportunity’s “Request Type”

As a subcontractor, you can change any opportunity’s “Request Type” to better track budgets and bids for your company’s analytics. 


To change the “Request Type” for an opportunity

Go to the “Overview” tab in the project that you are working on. Scroll down until you see “Request Type” under “General Info”. 



Hover over the “Bid” or “Budget” field and click anywhere on the highlighted line. 



A drop-down menu will appear with the Bid or Budget options. Select the request type as desired. Hit the “Enter” key on your keyboard or click anywhere any from the field and your selection will be saved. 



If you select “Budget”, the opportunity will now be designated as such under the opportunity name. In the “Request Type” field, it will also list the “Client Value”, the value that was originally on the opportunity for your reference. 



Please note that you cannot change the “Request Type” on a “Won” or “Lost” opportunity to a budget.