Costpoint Help

Tabs of the Manage Opportunities Screen

The Manage Opportunities screen has six tabs.


Related Topics:

General Tab

Use this tab to specify the opportunity number and short description, and to enter information for contracts, agencies, and business units that you want to link to the opportunity.

Status Tab

Use this tab to specify opportunity status details, key dates, value of the opportunity, probability of winning the opportunity, and organizational conflict of interest (OCI) status.

Security Requirements Tab

Use this tab to specify security details, CMMC requirements, and other clearance information related to the opportunity.

Details/Addresses Tab

Use this tab to enter additional details and labels to be used for the opportunity, and view address and contact information for primary and acquisition agencies linked to the opportunity.

RFP Info Tab

Use this tab to enter and track key milestone dates for the opportunity and identify contract provisions.

Team Tab

Use this tab to identify the employees, vendors, and other resources who are working or could potentially work on the opportunity.

Assessments Tab

Use this tab to rate opportunities and assess if you are going after the right opportunities.

Post-Award Debrief Tab

Use this tab to specify post-award debrief information whether you win or lose the contract.


Parent Topic:

Manage Opportunities