The Overview tab in the
Opportunities hub provides a snapshot of the selected
opportunity: description and location, stakeholders in your enterprise, upcoming milestones for the
opportunity, and a variety of other characteristics of the
opportunity.
Contents
When you click the add record option on the form to add a new record to the hub, you enter information in the fields on this tab. To edit information on this tab after you save a new record, hover over a field name and click
to open the field in edit mode. Alternatively, you can use the Actions bar and select
Edit to edit any fields on any of the tabs in the hub without having to hover over a field name and click
. Some fields, such as calculated fields, cannot be edited.
The field descriptions in this topic describe how to enter information for a new record.
Field | Description |
Name
|
Enter the name of the
opportunity. After you save the opportunity, the name displays above the tabs along with the date the
opportunity information was last changed and the name of the person or process that made the changes. If the name is too long to display completely, hover over it to display a tooltip containing the full name.
|
Import From GovWin IQ
|
This option displays if you are using GovWin IQ Integration. 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
DPS 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
DPS, 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
DPS.
- 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
. 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.
|
Details
Upcoming Milestones Timeline
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 |
Primary
Client
|
Select a primary
client for the
opportunity.
|
Contact
|
Select the contact that is associated with the opportunity. The associated phone and email fields populate with the contact's related information.
|
Business Phone
|
This field displays the contact's business phone number.
|
Mobile Phone
|
This field displays the contact's mobile phone number.
|
Email
|
This field displays the contact's email address.
|
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.
|
Regular
Project
|
Select the project in which the actual work for the
opportunity 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
|
Select the promotional
project associated with the opportunity. This is the
project that tracks the costs (such as, time and expense) associated with pursuing an opportunity before it becomes 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
|
Select 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.)
The
employees and their respective roles that you select in these fields are also added to the Team Members grid on the Team tab.
Field | Description |
Project Manager
|
Select the
employee who is the
project manager for the
opportunity.
|
Principal in Charge
|
Select the
employee who is the
principal in charge of the
opportunity.
|
Supervisor
|
Select the
employee who is the
supervisor for the
opportunity.
|
Marketing Coordinator
|
This field displays the
employee who is the
marketing coordinator for the
opportunity.
|
Proposal Manager
|
This field displays the
employee who is the
proposal manager for the
opportunity.
|
Business Development Lead
|
This field displays the
employee who is the
business development lead for the
opportunity.
|
Procurement Details Fields
These options display if the CRM application is activated. 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.
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, select the master contract.
|
Solicitation #
|
Enter the request for
proposal (RFP) number for the
opportunity.
|
NAICS
|
Select the North American Industry Classification System (NAICS) code and description for the
opportunity. These are government-designed codes that identify the industry in which a company operates. The codes provide a means for classifying businesses for data collection, analysis, and publication of data related to the U.S. business economy. It is structured as follows:
- XX Industry Sector (20 broad sectors up from 10 SIC)
- XXX Industry Subsector
- XXXX Industry Group
- XXXXX Industry
- XXXXXX U.S., Canadian, or Mexican National specific
|
Government Contracting Fields
These options display if the CRM application is activated and your firm also uses Government Contracting.
Field | Description |
Award Type
|
Select the type of award for the opportunity (for example, IDIQ - GWAC, IDIQ - Agency Specific, BPA).
|
Competition Type
|
Select the type of competition for the opportunity (for example, GSA Schedules or Woman Owned Set-Aside).
|
Contract Type
|
Select the type of contract for the opportunity (for example, Cost Plus Fixed Fee, Time and Materials).
|
Duration
|
Enter a description of the total expected duration of the contract (for example, 1 year base plus 4 x 1 year option).
|
Period of Performance (PoP)
|
Specify the opportunity's period of performance, which is typically the number of months that you expect to work on the contract associated with the opportunity.
|