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  1. Go to the Setup page, by clicking on the Setup menu.
  2. On your left-side, under the App Setup click on Customize > Opportunities > Page Layouts. This takes you to the list of your Opportunity page layouts.
    In Group and Professional editions, you need to click on Page Layout
  3. Create a new layout and assign it to your users who will be accessing the Celoxis App.
    +  
    <<add screenshot of all steps>>
  4.  On this new page, click on VisualForce Pages and from the adjacent section drag-drop the Section to the location you desire below.
    • Give the section a suitable name say "Celoxis Projects".
    • Under Layout, select 1-Column
    • Click on OK.
  5. Now, drag the Opportunity Projects, in the "Celoxis Projects" section.
  6. Click on Save.
    <<screenshot>>
  7. Now, on the Opportunity Page Layout page, click on Page Layout Assignment.
  8. Click on Edit Assignment.
  9. Select the profiles for which you want to assign the page layout.
  10. Under the Page Layout To Use drop-down, select the layout you just created.
    <<screenshot>>
  11. Click on Save.


Congratulations!!! You have installed and configured the Celoxis app.  Lets look at using it for creating projects.