Fields and Options

To create and edit opportunities, you work with the fields and options on the tabs, forms, and dialog boxes in the Opportunities hub.

Related Topics:

  • Opportunities Form: Opportunities
    The Opportunities form provides key information about the project opportunities that you are pursuing. Use this form to add/edit opportunity information about team members, activities, associated marketing campaigns, status of proposals, and all documentation and material information related to the opportunity. Use the toggle to switch between the Opportunities and Estimate forms.
  • Activity Dialog Box
    Use the Activity dialog box to add or edit activities that are entered on the Activities tab for the currently selected hub record or for the calendar. New activities entered here are also added to your calendar and dashboard.
  • Opportunities Form: Estimate
    The Estimate form provides an overview of the estimated services and materials required for an opportunity. As you enter the labor, expense, consultant, or unit cost estimates for an opportunity, you can refresh the data to see an updated analysis of each estimate.
  • Close Opportunity Dialog Box
    Use the Close Opportunity dialog box to close an opportunity that you are no longer pursuing. Closing an opportunity does not delete it, but rather sets the opportunity status to inactive.
  • GovWin IQ Opportunities Dialog Box
    Use the GovWin IQ Opportunities dialog box to search for opportunities in GovWin IQ, select those you want to add to Deltek, and import them.
  • New Conversation Dialog Box
    Use this dialog box to record the pertinent details for conversations related to the current project or opportunity.
Parent Topic: Opportunities