Creating Product Schedules for an Opportunity Product

Product Schedules define how the revenue associated with an Opportunity Product will materialize over time.

To create Product Schedules for an Opportunity Product:

1. Click Add Products on your Opportunity Products Related List.
2. Select all the Products you want to add to the Opportunity.
3. Populate the standard fields (Quantity & Sales Price).
4. Enter the Schedule Start Date.
5. Enter the # Schedules (this is the number of months you will create).
6. Set the Projection Method (this field may not be visible if your system administrator has defined a default value).
7. Repeat for each Opportunity Product.
8. Click Save.

The resulting schedules can be seen by clicking the Manage Schedules button or looking at the Product Schedules Related List on the Opportunity.

If you don’t want to generate your schedules whilst adding your Opportunity Products, you can set your schedule parameters by clicking the “Manage Schedules” button and toggling to the “Edit Schedules” tab.

You can also use the plus button on the “Mass Edit Schedules” page to add schedules to existing Opportunity Products.