How To Create Schedules on Existing Opportunity Products

When you install the GSP Product Schedules App, you will likely have existing opportunities for which you want to create Product Schedules.

Of course, you first need to set up the app. To do this, follow the articles in the Getting Started knowledge base section.

After setting up the app, there are two ways to create schedules on existing opportunities:

1. Manually.
2. Automatically using the Data Loader.

Remember, in either case, we only create schedules for Closed Won or pipeline opportunities. You cannot create schedules for Closed Lost deals. This is fine because we don’t worry about revenue we will never see.

To create Product Schedules Manually

1. Go to the Opportunity.
2. Click Manage Schedules.
3. Select the Edit Schedules option.
4. Enter the Schedule parameters for each Opportunity Product.
5. Click Save.

Remember, when you enter the Schedule parameters, you must include the Projection Method and Schedule Type.

To create Product Schedules automatically

If you are familiar with the Data Loader, you can export the Opportunity Products to an MS Excel CSV file.
Then, you enter the schedule parameters into the file and use the Data Loader to update the Opportunity Products.

The app includes the GSP ID (GSPProdSched__GSP_Id__c) field to make this process easier. This field is the record ID of the Opportunity Product. Include this field in your export, and use it to reference the Opportunity Product when you perform the update.

We’ll support you in this process if you are not confident using the Data Loader or need other help. Here’s how to get in touch.