Opportunities Overview Tab

The Upcoming Milestone Timeline allows you to view, edit, and track project milestones that are associated with the selected opportunity. The 7 most recent milestones are displayed. If there are no milestones scheduled for the opportunity today and in the future, the text "No Milestones"is displayed. Click a point on the timeline to view details about the milestone, such as the date, name, and any notes related to the milestone. You can use the paging arrows to page through the timeline and view past and future milestones.

Field	Description
Opportunity Title	The name of the opportunity displays above the tabs. If the name is too long to display completely, hover over it to display a tooltip containing the full name.
Last modified	These fields, located just below the opportunity name, display the date the opportunity information was last changed and the name of the person or process that made the changes.
Primary Client	If a primary client for the opportunity, `Deltek` prepopulates this field. If the opportunity already has a primary client, selecting this check box for a different client changes the primary client. (You cannot select Make primary client if the firm is not designated as a client for the opportunity in the Type column.)
Location	This field displays the street address and other location information associated with the opportunity.
Regular Project	If you win an opportunity, this field displays the project in which the actual work is being performed. If you create a regular project from this opportunity, this field is automatically populated for you. You can view or edit this field depending on the following conditions: If you are awarded the opportunity and you create a project record from the opportunity record, the project number displays in this field. If you create a new project but do not use the Create Promotional Project from Opportunity option, you can enter a name in this field or use the lookup to select a project. After you enter a project in this field, you can click the project number to open the project record in the current browser window. Alternatively, right-click the number and then click the Open in new window option to open the project record in a new browser window.
Promotional Project	This field displays a promotional project that tracks the costs (such as, time and expense) associated with pursuing and acquiring a project. This field is available if you have the Accounting application. If you created a promotional project from this opportunity using the Actions menu, then this field is automatically populated for you.
	You can view or edit this field depending on the following conditions:

	If the opportunity is now a proposal and you created a promotional project record to track and bill charges for proposal generation, the promotional project number displays in this field. If you create a new promotional project, but do not use the Create Promotional Project from Opportunity option, you can enter a name in this field or use Project lookup or Quick Find to select a project. After you enter a project in this field, you can click the promotional project number to open the project record in the current browser window. Or, right-click the number and then click the Open in new window option to open the project record in a new browser window.
Organization	This field displays the organization in your company that is responsible for the opportunity. An organization is an individual business unit for your company. During installation, you can change the default "organization" label for your enterprise. For example, you may want to call your organizations business units. If your organization structure has multiple levels, the overall label you choose for Organization Reporting will apply to the combination of levels that make up the individual organizations at your enterprise. In addition, each organization level has its own label, which you can also rename. By default, the individual levels of organization structure are titled Organization Level 1, Organization Level 2, and so on.
Description	This field displays a description of the opportunity.
Currency	If your enterprise uses multiple currencies, this field displays the currency code and description associated with the opportunity. To change the currency, click and select the new value. Changing the currency code does not change any amounts in currency fields. It is assumed that those amounts were entered in the correct currency. It may, however, change the currency symbol and how amounts are formatted. If your enterprise does not use multiple currencies, the currency code field remains blank.

Key Employees

Use these fields to record the key employee information for the opportunity. After completing these fields, click the name to display an info bubble containing additional employee information. Click More in the info bubble to display the full employee record on a separate browser tab. (If the row is in edit mode, you cannot display the info bubble. In that case, click anywhere outside the row to take it out of edit mode and then click the name.) To use the quick edit function to update these fields, hover over the field and click next to the field.

Field	Description
Project Manager	This field displays the employee who is the project manager for the opportunity. In Name on the Edit Project Manager dialog box, select the employee from the list. The employee you select is also added to the Team Members grid on the Team tab and assigned the project manager role.
Principal in Charge	This field displays the employee who is the principal in charge of the opportunity. In Name on the Edit Principal dialog box, select the employee from the list. The employee you select is also added to the Team Members grid on the Team tab and assigned the principal role.
Supervisor	This field displays the employee who is the supervisor for the opportunity. In Name on the Edit Supervisor dialog box, select the employee from the list. The employee you select is also added to the Team Members grid on the Team tab and assigned the supervisor role.
Marketing Coordinator	This field displays the employee who is the marketing coordinator for the opportunity. In Name on the Edit Marketing Coordinator dialog box, select the employee. The employee that you select is also added to the Team Members grid on the Team tab and assigned the marketing coordinator role.
Proposal Manager	This field displays the employee who is the proposal manager for the opportunity. In Name on the Edit Proposal Manager dialog box, select the employee. The employee that you select is also added to the Team Members grid on the Team tab and assigned the proposal manager role.
Business Development Lead	This field displays the employee who is the business development lead for the opportunity. In Name on the Edit Business Development Lead dialog box, select the employee. The employee that you select is also added to the Team Members grid on the Team tab and assigned the business development lead role.

Procurement Details Fields

To enter or change the values in procurement fields on the Overview tab, hover over the field, click , and make your entry in the field that displays. You can also click on the Opportunities toolbar to open the Edit Opportunity form and edit the procurement fields there.

Field	Description
Master Contract	If the opportunity is work for which your enterprise is competing under an indefinite delivery/indefinite quantity contract (IDIQ) or similar Master Services Agreement, this field displays that master contract.
Solicitation #	This field displays the request for proposal (RFP) number for the opportunity.
NAICS	This field displays the North American Industry Classification System (NAICS) code and description for the opportunity.

Contents

Index

Glossary

Search Results

Opportunities Overview Tab

Contents

Key Employees

Procurement Details Fields