This tool is useful if you wish to change the status on a project from Live or Won back to Potential therefore moving the project back into the Pipeline.
NOTE: This is not relevant in the AEC Edition of CMAP where there is no Pipeline tab.
This lesson explains how to use the Revert to a Potential Project tool in CMAP.
Step 1: Go into the Admin tab, find the Revert to a Potential Project tool and click it.
Step 2: Select the appropriate Account from the dropdown list.
Step 3: Then select the project you wish to revert to a potential from the Project dropdown list.
Step 4: Click Revert to Potential.
NOTE: The Live project will be set back to a Potential project in the Pipeline.