Follow these steps to add an opportunity to a project task:
- Click the Main Menu.
- Go to the Projects tab.
- Select the Project Tasks module.
- Open any Project Task record.
- Click the +New button in the Summary View.
- Click the Add or Create button.
- Select Opportunity.
- Hover over a record in the list of all existing opportunities to display the radio buttons.
- Click the radio button on the left side of the record to select the record.
- Click the Add Selected button present below the list.
The linked opportunity will be seen in the Opportunity widget in the Summary View of the PT record.