InformationTitlePSA: How to Update the Primary Project Field on OpportunityURL NamePSA-How-to-Update-the-Primary-Project-Field-on-OpportunityDetailsProduct AreaHelp Product AreaProjectsRelease VersionHelp Release VersionEnvironmentHelp EnvironmentProfessional Services AutomationAll VersionsAdditional NotesHelp Additional NotesChanging the Primary Project on the Opportunity will also change which Opportunities are listed in the 'Primary Project for Opportunity' related list on the ProjectIf Primary Project is not on the Opportunity's page layout, take the following steps: Go to Setup > Object Manager > OpportunitiesSelect Page LayoutsClick Edit next to the page layout needing changedDrag and drop the Primary Project field onto the layout and Save ProcedureHelp ProcedureGo to an Opportunity recordClick EditUse lookup field Primary Project and find the Project which should be set as the Primary Project for the OpportunitySaveObjectiveHelp ObjectiveSet or change the Primary Project field on an Opportunity
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