Setting up projects
Accept a project handover
When sales hands a won project over, the project manager reviews it and accepts the handover; see the billing plan the award brought with it.
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In this article
A project created from an award comes from sales with its contract terms already agreed. The handover is the project manager saying "I have read it and I own it now". Until then, the project page shows Handover from sales at the top of its Overview.
Accept the handover
Open the project. If you are its project manager, you also have a task for it in Projects › My Tasks.
Read the award, the contract and the billing plan. Upload the kickoff minutes to the project's Documents if you held a kickoff meeting.
Select Accept handover in the Handover from sales box.
The box changes to Handover accepted on with the date. The person who created the award and the opportunity's salesperson are told. Your handover task closes.
Only the project manager can accept. When the project has no manager yet, anyone with the Projects - Accept Handover permission can.
When the project cannot start yet
If your company switched on The project manager accepts the handover first in Projects › Process Settings, the box says the project cannot start until the handover is accepted, and Start project is refused until then. Accept the handover, then start the project.
The billing plan
Where your company creates the whole project from the award, the Billing plan card on the Overview lists the payment milestones agreed in the award: each one's name, percentage, amount, due date and status. Every milestone starts as Planned.
Common questions
I am not the project manager but I must accept. Ask whoever manages projects to set you as the project's manager, or to accept it themselves.
The handover box does not appear. The project was not created from an award, so there is nothing to hand over.