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Contents of the Manage Opportunities Screen

Use the fields and options to configure the Manage Opportunities screen.

Contents

Use this group box to specify the opportunity ID and name.

Field Description
Opportunity ID Enter a unique ID to identify the opportunity, or leave this field blank to have Costpoint automatically assign an ID if the Auto-assign Opportunity IDs check box is selected on the Configure Opportunity Settings screen.
Name

Enter the name for the opportunity. You can enter a longer name on the Details/Addresses tab.

If the opportunity is imported from GovWin IQ, this field defaults to the GovWin IQ opportunity name, but you can change it.

Record Type

This field displays the record type. Valid values are:

  • Manual: This indicates that the record was added using this screen.
  • GovWin IQ: This indicates that the record was added through the GovWin IQ integration.
Record Status

Select the record status of the opportunity. Valid values are Active and Inactive.

If you select Inactive, this opportunity will not be available in the lookup within a contract or subcontract record, but you can manually enter the opportunity ID. In addition, you will not be able to initialize a project from this opportunity on the Project Initialization subtask. Project initialization is allowed only for active opportunities.

If this opportunity is active and linked to a contract, subcontract, and/or project, and you updated its record status to Inactive, the contract, subcontract, and/or project will remain linked to this opportunity.

Exclude from Reports Select this check box to exclude the opportunity from reports available in the CRM & Contracts domain. This is important when you need to generate reports and exclude certain types of opportunities (for example, indefinite delivery/indefinite quantity and blanket purchase agreement opportunities) to avoid overstating the reports.
Use Planning

This check box displays only if you are licensed for Costpoint Planning.

Select this check box if you want to leverage resource information from the new business budget in the Planning domain in setting up team information for the opportunity. When you select this check box, some opportunity data (such as labor categories and required criteria) will be shared with the Planning domain from the CRM & Contracts domain, and some Planning data (such as new budget ID and resources) will be copied to the CRM & Contracts domain.

If you select this check box, you will not be able to manually add new records on the Potential Resource Details subtask on the Team tab, as information on this subtask will come from Planning. You will also not be able to delete rows on this subtask; however, you can add and edit additional information to the records, including the PLC code, default PLC indicator, Include in Workforce check box, and other fields.

The following table summarizes the actions and their results when the Use Planning check box is selected or cleared.

Action Allowed or Not Allowed Result
You attempt to delete an opportunity where the Use Planning check box is selected and the opportunity is linked to a new business budget. Not allowed Costpoint displays an error message indicating that the opportunity is linked to a new business budget and that the budget must be deleted before the opportunity can be deleted.
You attempt to clear the Use Planning check box on an opportunity that is already linked to a new business budget. Not allowed

Costpoint displays an error message indicating that the opportunity is linked to a new business budget and that the budget must be deleted before the Use Planning check box can be cleared.

Once the budget is deleted, all the related resources linked to the opportunity through that budget will also be deleted, and the Use Planning check box can be cleared.

You select the Use Planning check box on an opportunity that already has potential resources added (changing the check box from cleared to selected). Allowed

Costpoint displays a message noting that potential resources have already been assigned to the opportunity and that selecting this check box will remove these resources.

Existing rows on the Potential Resource Details subtask will be removed upon save.

The Use Planning check box is selected and you attempt to add new resources to the Potential Resource Details subtask or delete rows from this subtask. Not allowed Adding/removing rows on the subtask is not allowed. You can add additional information within the row and save the record, but you cannot edit information that was added from Planning.
You change the status of the opportunity from Active to Inactive when the Use Planning check box is selected and the opportunity is linked to a new business budget. Allowed On the CRM & Contracts domain, changing the opportunity status is allowed. On the Planning domain, if the opportunity has been made inactive, the system throws a warning message when you open the linked budget.
You clone an opportunity with the Use Planning check box selected and the opportunity is linked to a new business budget. Allowed Costpoint copies opportunity header information (except for opportunity ID) as well as relevant Team tab information.
Attention: For details on how resource information is shared between the CRM & Contracts and Planning domains, see Opportunity and Contract Teams and Integration with Planning.
New Business Budget ID This field displays only if you have selected the Use Planning check box. It displays the hyperlinked ID of the new business budget associated with the opportunity through the New Business Budgets screen in Costpoint Planning. You can click the hyperlink to access New Business Budgets and view more information about the budget.
Budget Status This field displays only if you have selected the Use Planning check box. It displays the status of the new business budget associated with the opportunity through the New Business Budgets screen in Costpoint Planning.

Subtasks

Main Screen SubtasksThe following subtasks display on the General, Status, Details/Addresses, RFP Info, and Post-Award Debrief tabs.

Subtask Description
User-Defined Info Use this subtask to enter, edit, and view values for user-defined fields for the opportunity.
Contracts Use this subtask to view general information on contracts associated with the opportunity.
Subcontracts Use this subtask to view general information on subcontracts linked to the opportunity.
Organizational Conflict of Interest (OCI) Records Use this subtask to view OCIs associated with the opportunity.
Projects Linked Use this subtask to view information about the projects linked to the opportunity.
Activities Use this subtask to enter and view activities related to the opportunity.
Documents Use this subtask to enter and view documents attached to the opportunity.
Project Initialization Use this subtask to create or initialize projects and link these projects to the opportunity.
GovWin IQ Use this subtask to view detailed information about GovWin IQ opportunities or to run the integration routine to GovWin IQ for a specific opportunity record.

The following subtask displays only on the RFP Info tab.

Subtask Description
Subcontractor Plan Use this subtask to track subcontractor requirements that are identified as part of the request for proposal.

The following subtasks display only on the Team tab.

Subtask Description
Opportunity Employee Team Use this subtask to associate one or more employees with the opportunity and define their roles.
Labor Categories Use this subtask to define labor categories that can help you identify resources that meet specific criteria needed for the opportunity.
Potential Resource Details Use this subtask to add or view resources that may be included in the bid and proposal process for the opportunity and those that could potentially work on the future contract.
Opportunity Primes/Competitors Use this subtask to associate one or more prime contractors and/or competitors with the opportunity and define their roles.

The following subtask displays only on the Assessments tab.

Subtask Description
Opportunity Assessment Details This subtask loads the rating descriptions assigned to the assessment format selected on the Assessments tab. Use this subtask to rate the opportunity on each rating description on a scale of 1 to 10.