Contents of the Manage Opportunities Screen

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

Identification

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 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.

Subtasks

The 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.
Potential Work Force Employees	Use this subtask to associate the opportunity with employees that may be included in the bid and proposal process and define their roles.
Opportunity Teammates/Competitors	Use this subtask to associate one or more prime contractors, subcontractors, and/or competitors with the opportunity and define their roles.