Deal handoff to a project

How a won opportunity becomes a delivery project, and how a handoff checklist holds the project back until it is ready.

Deal handoff turns a won opportunity into a delivery project, so the team doing the work starts from the deal rather than from a blank project. The new project remembers which deal and customer it came from, and it can be held back until a handoff checklist is complete.

Not in the web app yet

There’s no handoff button on the opportunity page and no checklist panel on the project page yet. Handoff is currently available only through the UnitX API, for example from an integration or an automation your administrator has set up. This page explains what it does so you know what to expect when a project arrives this way.

What a handoff does#

Only won deals can be handed off. An open or lost deal is refused.
It creates a new project in the workspace you choose, with the name, key prefix and description given at handoff. The project gets the same default statuses as any new project, so work items can be created in it immediately.
It links the project back to the opportunity and to its customer, so you can always trace delivery work to the sale behind it.
It can add a handoff checklist: a list of things that must be done before delivery starts, such as “Kick-off call booked” or “Contract countersigned”.

The handoff checklist and activation#

If a handoff includes checklist items, the project is created but not activated. It becomes active automatically the moment the last checklist item is completed. If the handoff has no checklist, the project is active straight away.

Completing an item that is already done has no effect, so ticking items off twice is harmless.

Rules#

Setting	Rule
Project name	Required, up to 100 characters
Key prefix	2–10 uppercase letters or digits, starting with a letter (for example `ACME`), and not already used by another project
Workspace	Required; must be a workspace in your organization
Checklist items	Optional list of short text items

Only the customer link is carried over from the deal. Team, budget, contract and project template aren’t copied.

Who can use it#

Permissions

project.createproject.viewproject.manage

Handing a deal off needs project.create. Reading a project’s handoff checklist needs project.view, and completing items needs project.manage.

FAQ#

Can I hand off the same deal twice?

Nothing stops a second handoff creating a second project, as long as it uses a different key prefix. Check whether a project already exists first.

The handoff failed with a key prefix error.

Key prefixes are unique across your organization and must be 2–10 uppercase letters or digits starting with a letter. Pick another one.