We are a manufacturer and have processes that require what would amount to multiple projects every time we close an opportunity as Won. We've noticed that the Order type (item based / work based) affects whether an order is created or not, but ideally we would create a single opportunity that would then trigger a 2nd project to be created upon reaching a certain step - See the attached process outline for our busines.
Ideally all information needed for both projects would have already been collected back during the Opportunity phase. Any suggestions on how to make this work as close to OOTB as possible?
Thanks!