Contents of the Add Opportunity Dialog Box

Use this dialog box to add an opportunity record.

Field	Description
Actions Menu	Use the Actions menu to manage opportunity records. Actions menu options allow you to edit, copy, design, delete, close, reopen, and print opportunity records. You can also add touchpoints to opportunities, download additional opportunity data, and open opportunities in the Plan Structure.

Field

Description

Create Kona Space

When you add an opportunity, select Create Kona Space to create a new Kona Business space for the opportunity and link the opportunity to that space. (If you are not currently connected to Kona in the My Settings dialog box, you are asked to enter your Kona credentials.) When you create a Kona space for an opportunity, you are assigned as the Kona space owner, and the name you enter for the opportunity is used as the space name. All employees that you select as stakeholders on this page and who have email addresses are automatically invited to join the space. The Kona space displays on the Collaboration tab, and you can work in the space without leaving Deltek Resource Planning to go to Kona Business. This option is only available if your firm has implemented integration with Kona Business and you are a member of that Kona Business account. Also, this option is not available on the Edit Opportunity page. To associate an opportunity with a Kona space after you have added the opportunity, use the Associate Kona Space option on the Collaboration tab.

Details

Field	Description
Opportunity ID	If automatic numbering is enabled for opportunities in Deltek Resource Planning (Configuration > General > System Settings) and you leave this field blank, Deltek Resource Planning automatically assigns the opportunity ID in this field when you save. If Deltek Resource Planning is configured to allow you to override the automatic numbering for opportunities, you can enter an ID rather than having Deltek Resource Planning assign one. If automatic numbering is not enabled for opportunities in Deltek Resource Planning, enter an ID for the opportunity.
Opportunity ID	If you assign IDs to your opportunities, enter the ID for the opportunity in this field.
Name	Enter the name of the opportunity. The maximum length is 255 characters.
Import From GovWin IQ	Click this link to add one or more opportunities by importing them from GovWin IQ. This link displays the GovWin IQ Opportunities dialog box. Use that dialog box to locate and select the GovWin IQ opportunities that you want to import. After the imported data is displayed, you can make changes to it, if necessary, and make entries in fields that the import left blank. When you import opportunities, the process attempts to determine if the primary clients and the competitors associated with the opportunities already exist in Deltek Resource Planning as companies. If that search fails for one or more companies, you are given the option to have the import process create some or all of those companies. Similarly, if the import process cannot verify that some contacts associated with the opportunities already exist in the Contacts area of Deltek Resource Planning, you are given the option to create some or all of those contacts. This import option is only available if all of the following are true: Your firm has a GovWin IQ account. You have credentials for accessing GovWin IQ. GovWin IQ integration has been implemented for Deltek Resource Planning. You are adding an opportunity. The import option is not available on the Edit Opportunity form. You must also be connected to GovWin IQ in the My Settings dialog box. If you are not connected, a login dialog box displays when you click Import From GovWin IQ so you can enter your GovWin IQ credentials.
Associated GovWin IQ Record	If the opportunity was added by importing an opportunity from GovWin IQ, this field displays the opportunity ID and name from GovWin IQ. This field is only available on the Edit Opportunity form and only if the opportunity was added by importing an opportunity from GovWin IQ. To display the GovWin IQ Opportunities dialog box and select a different GovWin IQ opportunity, click in this field . However, doing so only updates this field. No other information is imported from GovWin IQ for the opportunity.
Description	Enter a description of the opportunity.
Revenue	Enter the total estimated revenue, in US dollars, that you expect to earn if the opportunity results in an awarded contract.
Currency	If your firm uses multiple currencies in Deltek Resource Planning, click to select the currency associated with the opportunity. The drop-down list contains all currencies that are enabled in Deltek Resource Planning for your firm. If you have multiple companies in Deltek Resource Planning, it contains all currencies for all companies. If your firm does not use multiple currencies feature, this field is not available. Note that if you later change the currency selected in this field, it does not change any amounts in currency fields. It is assumed that the amounts were entered in the correct currency. It may, however, change the currency symbol and how amounts are formatted.
Probability	Click to select the probability of winning the contract (expressed as a percentage).
Weighted Revenue	This field displays a weighted revenue amount based on your entries in Revenue and Probability : Weighted revenue = Revenue x Probability.
Type	Select the type of opportunity (for example, Laboratories, Medical Facilities, Office Buildings). Type one or more characters from the opportunity type to select from a list of types that contain those characters. Click to select from the full list of opportunity types.
Status	Select the opportunity status: Active or Inactive. Inactive opportunities are excluded from opportunity selection lists. When you close an opportunity, Deltek Resource Planning automatically sets the status to Inactive.
Stage	Select the pipeline stage to which the opportunity is currently assigned (for example, Lead, Proposal, Awarded, Lost). If you select a stage that is designated as a stage for closed opportunities, the Close Opportunity dialog box displays so you can enter other information related to closing the opportunity. Type one or more characters from the stage to select from a list of stages that contain those characters. Click to select from the full list of stages.
Responsibility	Select your firm's responsibility or role for the opportunity (for example, Prime, Subcontractor, Unknown). Type one or more characters from the responsibility to select from a list of responsibilities that contain those characters. Click to select from the full list of responsibilities.
Source	Select the source of the opportunity (for example, Client Contacts, Marketing Campaign, GovWin IQ). Type one or more characters from the source to select from a list of sources that contain those characters. Click to select from the full list of sources.
Date Opened	Enter the date on which you identified the opportunity and began pursuing the job, or click and select it on the calendar.
Days Open	This field displays the number of days that the opportunity has been open. For an open opportunity, that is the number of days between the open date in OPENED and the current date. For a closed opportunity, it is the number of days between the open date in OPENED and the date it was closed. This field displays on the Edit Opportunity form but not on the Add Opportunity form.
Promotional Project	This lookup displays available promotional projects. a promotional project tracks the costs (such as, time and expense) associated with pursuing and acquiring a project. A promotional project is similar to an overhead project with one notable exception: unlike overhead projects, project costs aren't set to zero at the start of each fiscal year. If you obtain the project, you can create a regular project and transfer the detail to it to be billed or tracked.
	This field is available if you have both the CRM and the Core Accounting applications. 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.
Regular Project	This lookup displays available regular projects that are revenue producing projects. Costs charged to regular projects include direct labor, direct expense, and reimbursable expense. Detail is retained for the life of the project. 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.
Estimated Start	This field shows the estimated start date for the project. This estimated start date also appears in the Activities tab for the opportunity.
Estimated Completion	This field shows the estimated end date for the project. This estimated end date also appears in the Activities tab for the opportunity.
Role	Need more information

Stakeholders

Field	Description
ORGANIZATION	If you are using organizations, select the organization within your company that is responsible for the opportunity. To select the organization, do one of the following: To select from a list of organizations with names that contain a specific sequence of characters, type the characters in this field and pause. To specify the organization by selecting the values for each of the organization levels, click in this field to display the Edit Organization dialog box. In the grid on that dialog box, select the code you want from the list for the first organization level. The grid then displays the list of codes for the next lower level. Continue selecting codes until you have selected all codes that make up the organization. (You can also use the field above the grid on the Edit Organization dialog box to search for the organization by typing one or more characters from the organization name.) To remove the organization without selecting a replacement, click in the field and click Remove OrganizationRemove Business Unit on the Edit Organization dialog box.
Primary Client	Select the primary client for the opportunity. Type one or more characters from the client's company name to select from a list of companies whose names contain those characters. Click to select from the full list of companies. If the company has not yet been added in Deltek Resource Planning, you can click + New Company+ New Organization at the bottom of the selection list to display the Add Company form and add the company. Companies that are set up only as vendors in Deltek Resource Planning are not available for selection as primary client. If you have selected a primary contact, this field automatically displays the company associated with that contact.
Primary Contact	Select the primary client contact for the opportunity. Type one or more characters from the contact's name (first, middle, last, or preferred names) to select from a list of contacts whose names contain those characters. Click to select from the full list of contacts. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) If the contact has not yet been added in Deltek Resource Planning, you can click + New Contact at the bottom of the selection list to display the Add Contact form and add the contact. If you have selected a primary client, the list only includes contacts associated with that company. When you save the opportunity, the contact is also added to the Team Members grid on the Team tab and assigned the Owner role.
PROJECT MANAGER	Select the employee who is the project manager for the opportunity. Type one or more characters from the employee name to select from a list of employees whose names contain those characters. Click to select from the full list of employees. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) When you save the opportunity, the employee you select is also added to the Team Members grid on the Team tab and assigned the Project Manager role.
PRINCIPAL	Select the employee who is the principal for the opportunity. Type one or more characters from the employee name to select from a list of employees whose names contain those characters. Click to select from the full list of employees. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) When you save the opportunity, the employee you select is also added to the Team Members grid on the Team tab and assigned the Principal role.
SUPERVISOR	Select the employee who is the supervisor for the opportunity. Type one or more characters from the employee name to select from a list of employees whose names contain those characters. Click to select from the full list of employees. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) When you save the opportunity, the employee you select is also added to the Team Members grid on the Team tab and assigned the Supervisor role.
MARKETING COORDINATOR	Select the employee who is the marketing coordinator for the opportunity. Type one or more characters from the employee name to select from a list of employees whose names contain those characters. Click to select from the full list of employees. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) When you save the opportunity, the employee you select is also added to the Team Members grid on the Team tab and assigned the Project ManagerMarketing Coordinator role.
PROPOSAL MANAGER	Select the employee who is the proposal manager for the opportunity. Type one or more characters from the employee name to select from a list of employees whose names contain those characters. Click to select from the full list of employees. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) When you save the opportunity, the employee you select is also added to the Team Members grid on the Team tab and assigned the PrincipalProposal Manager role.
BUSINESS DEVELOPMENT LEAD	Select the employee who is the business development lead for the opportunity. Type one or more characters from the employee name to select from a list of employees whose names contain those characters. Click to select from the full list of employees. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) When you save the opportunity, the employee you select is also added to the Team Members grid on the Team tab and assigned the Business Development Lead role.

Location

Field	Description
Address	Enter the street address or other address information for the location associated with the opportunity. Click + Add Address Line below the field if you need an additional address field. You can have up to three lines of address information.
City	Enter the city for the location associated with the opportunity.
State/Province	Select the state or province for the location associated with the opportunity. Type one or more characters from the state or province to select from a list of states or provinces that contain those characters. Click to select from the full list of states or provinces. If the drop-down list is empty, make sure the correct country is selected in Country. If it is, then no states or provinces have been defined for the country.
Zip	Enter the ZIP code or other postal code for the location associated with the opportunity.
Country	Select the country for the location associated with the opportunity. Type one or more characters from the country to select from a list of countries that contain those characters. Click to select from the full list of countries.
County	If applicable, select or enter the name of the county for the location associated with the opportunity. Type one or more characters from the county name to select from a list of names that contain those characters. Click to select from the full list of counties. If the county you need is not listed, you can type the county name in this field instead of selecting it. Be aware, however, that your entry is not automatically added to the standard list of counties. If you think it should be on the list, ask your system administrator to add it.

Procurement Details

The fields under Procurement Details only display if Enable Government Contracting is selected in the General area of the Configuration workspace.

Field	Description
Master Contract	If the opportunity is work that your firm is competing for under an indefinite delivery/indefinite quantity contract (IDIQ) or similar "master" contract, select that master contract. Type one or more characters from the master contract to select from a list of master contracts that contain those characters. Click to select from the full list of master contracts.
Solicitation #	Enter the request for proposal (RFP) number for the opportunity.
NAICS	Select the North American Industry Classification System (NAICS) code for the opportunity in which both the code and its description are displayed. Type one or more characters from either the code or the code description to select from a list of codes that contain those characters. Click to select from the full list of NAICS codes.
Award Type	Select the award type for the opportunity (for example, IDIQ - GWAC, IDIQ - Agency Specific, BPA). Type one or more characters from the award type to select from a list of types that contain those characters. Click to select from the full list of award types.
Duration	Enter a description of the total expected duration of the contract (for example, 1 year base plus 4 x 1 year option).
Competition Type	Select the competition type for the opportunity (for example, GSA Schedules or Woman Owned Set-Aside). Type one or more characters from the competition type to select from a list of types that contain those characters. Click to select from the full list of competition types.
Contract Type	Select the contract type for the opportunity (for example, Cost Plus Fixed Fee, Time and Materials). Type one or more characters from the contract type to select from a list of types that contain those characters. Click to select from the full list of contract types.

More Information

If your firm adds custom fields (fields that are not in the standard version of Deltek Resource Planning) to the Overview tab in the Opportunities area, those fields display under More Information. As with standard fields, you must make entries in any required custom fields.

If your firm adds custom grids or fields (grids or fields that are not in the standard version of Deltek Resource Planning) to the Overview tab in the Opportunities area, those grids and fields display under More Information. As with standard grids and fields, you must make entries in any required columns or fields.