General Tab of Opportunity Info Center

Use the General tab to enter or modify information about an opportunity, such as the opportunity name, number, description, status, contact, revenue, and probability figures.

Contents

Field	Description
Name	Enter the name of the opportunity. The name that you enter in this field displays on proposals, reports, and marketing materials. If the opportunity is imported from GovWin IQ, this field defaults to the program name for the GovWin IQ opportunity, but you can change it.
Number	Enter the opportunity number. If you enable automatic numbering, you cannot enter a number in this field unless you allow overrides. Instead, [AUTONUMBER] displays in this field when you save the form.
Regular `Project`	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.
Description	Click Edit to access the Text Editor and enter a brief description of the opportunity. If the opportunity is imported from GovWin IQ, this field defaults to the program description for the GovWin IQ opportunity, but you can change it.
Promotional Project	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 the 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.
Project Plan	Enter the name of the project plan related to the opportunity, or use the Plan lookup or Quick Find to select a plan.
Status	Use this drop-down list to select a status for the opportunity.
Master Contract	Use this drop-down list to select the 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.
`Organization`	Enter the name of the `organization` in your firm that is responsible for pursuing the opportunity, or use the lookup to select the `organization`.
Primary `Client`	Enter the name of the primary `client` associated with the opportunity, or use the lookup to select a `client`. If the `client` record does not exist in your database, click New to create a new `client` record. When you enter a `client` name in this field: `Vision` creates a hyperlink between the `client` name and the corresponding `Client` Info Center record. You can click the `client` name in this field to open the record. `Vision` adds the `client`'s name and related information to the `Clients` grid on the `Clients`/Contacts tab of the Opportunity Info Center form. `Vision` adds the opportunity's name and related information to the Opportunities grid in the `client` record.
Primary Contact	Enter the name of the primary contact associated with the opportunity, or use the lookup to select a contact. If the contact record does not yet exist in your database, click New to create a new contact record. When you enter a contact name in this field: `Vision` creates a hyperlink between the contact name and the corresponding Contact Info Center record. You can then click the contact name in this field to open the record. `Vision` adds the contact's name and related information to the Contacts grid on the `Clients`/Contacts tab of the Opportunity Info Center record. `Vision` adds the opportunity's name and related information to the Opportunities grid in the specified Contact Info Center record.
Stage	Use the drop-down list in this field to select a stage, such as Awarded or Pending, for the opportunity. You define stage options in Code Table Configuration. You can configure `Vision` to alert applicable staff members at your `firm` when the status of an opportunity changes.
Type	Use the drop-down list in this field to select a type by which to classify the opportunity. You define type options in Code Table Configuration.
Source	Use the drop-down list in this field to select the source of the opportunity. Your sources may include `client` referrals, consultant jobs, and marketing campaigns, among others. You define opportunity source options in Code Table Configuration.
Principal-in-Charge	Enter the name of the employee who is the `principal` for the opportunity or use the Employee lookup to select an employee. If the employee record that you want does not exist, you must add a new employee record before you enter a name in this field. When you enter an employee name in this field: `Vision` creates a hyperlink between the employee name and the corresponding Employee Info Center record. You can click the name in this field to open the record. `Vision` adds the employee's name and related information to the Employees grid on the Team tab of the Opportunity Info Center record. `Vision` adds the opportunity's name and related information to the Opportunities grid on the CRM Info tab of the specified Employee Info Center record. To edit the name, right-click the name and click Edit. This disables the hyperlink feature and allows you to edit the information in this field. Note the following: If you remove an employee from the Principal field of an opportunity record, the employee still displays in the Employees grid on the Team tab of the Opportunity Info Center record, but the Role field is cleared. If you remove an employee from the Principal field of an opportunity record, the opportunity still displays in the Opportunities grid on the CRM Info tab of the associated Employee Info Center record, but the Role field is cleared. If you remove an employee with role type Principal from the Employees grid on the Team tab of the Opportunity Info Center record, and that employee is also entered in the Principal field on the General tab of the Opportunity Info Center record, the employee is also removed from the Principal field. `Vision` does not update the Principal field when you change an employee's role on either the Team tab of the Opportunity Info Center record or on the CRM Info tab of the Employee Info Center record. When you make a change on either of those tabs, you must manually change your entry in the Principal field.
`Project Manager`	Enter the name of the employee who is the `project manager` for the opportunity, or use the Employee lookup to select an employee. If the employee record that you want does not exist, you must add a new employee record before you enter a name in this field. When you enter an employee name in this field: `Vision` creates a hyperlink between the employee name and the corresponding Employee Info Center record. You can click the name in this field to open the employee record. `Vision` adds the employee's name and related information to the Employees grid on the Team tab of the Opportunity Info Center record. Adds the `project`'s name and related information to the Opportunities grid on the CRM Info tab of the specified Employee Info Center record. To edit the `project manager` name, right-click the name and click Edit. This disables the hyperlink feature and allows you to edit the information in this field. Note the following: If you remove an employee from the Project Manager field of an opportunity record, the employee still displays in the Employees grid on the Team tab of the Opportunity Info Center record, but the Role field is cleared. If you remove an employee from the Project Manager field of an opportunity record, the opportunity still displays in the Opportunities grid on the CRM Info tab of the associated Employee Info Center record, but the Role field is cleared. If you remove an employee with role type Project Manager from the Employees grid on the Team tab of the Opportunity Info Center record, and that employee is also entered in the Project Manager field on the General tab of the Opportunity Info Center record, the employee is also removed from the Project Manager field. `Vision` does not update the Project Manager field when you change an employee's role on either the Team tab of the Opportunity Info Center record or on the CRM Info tab of the Employee Info Center record. When you make a change on either of those tabs, you must manually change your entry in the Project Manager field, as needed.
`Supervisor`	Enter the name of the employee who is the `supervisor` for the opportunity, or use the Employee lookup to select an employee. If the employee record that you want does not exist, you must add a new employee record before you enter a name in this field. When you enter an employee name in this field: `Vision` creates a hyperlink between the employee name and the corresponding Employee Info Center record. You can click the name in this field to open the employee record. `Vision` adds the employee's name and related information to the Employees grid on the Team tab of the Opportunity Info Center record. `Vision` adds the `project`'s name and related information to the Opportunities grid on the CRM Info tab of the specified Employee Info Center record. To edit the `supervisor` name, right-click the name and click Edit. This temporarily disables the hyperlink feature and allows you to edit the information in this field. Note the following: If you remove an employee from the Supervisor field of an opportunity record, the employee still displays in the Employees grid on the Team tab of the Opportunity Info Center record, but the Role field is cleared. If you remove an employee from the Supervisor field of an opportunity record, the opportunity still displays in the Opportunities grid on the CRM Info tab of the associated Employee Info Center record, but the Role field is cleared. If you remove an employee with role type Supervisor from the Employees grid on the Team tab of the Opportunity Info Center record, and that employee is also entered in the Supervisor field on the General tab of the Opportunity Info Center record, the employee is also removed from the Supervisor field. `Vision` does not update the Supervisor field when you change an employee's role on either the Team tab of the Opportunity Info Center record or on the CRM Info tab of the Employee Info Center record. When you make a change on either of those tabs, you must manually change your entry in the Supervisor field, as needed.
BVS	This option displays if you set up the BVS Sales Force Interface in Opportunity Settings Configuration to help qualify opportunities. After you enter a new opportunity record and select a Stage, click the BVS Sales Process link to access the BVS application. Enter additional information in BVS, and save your work. BVS updates information on the opportunity record.
Date Opened	Click Calendar to select the date on which you identified the opportunity and began pursuing the job.
Closed Reason	This is a drop-down list that shows pre-defined reasons why the opportunity closed. The options in the list are defined in the code tables found in Configuration.
Date Closed	Click Calendar to select the date on which you closed this opportunity.
Closed Notes	This is a memo field that you can use to fill in any description that relates to the closing of the opportunity.
Days Open	`Vision` displays the number of days that the opportunity has been open. This value is based on the date entered in the Date Opened field and either today's date or the date entered in the Date Closed field.
Revenue	Enter the estimated monetary amount of revenue that you expect to earn if the opportunity results in an awarded project.
Probability	Use the drop-down list to select a number that represents the probability that the opportunity will become a `project`. For example, if the probability that the opportunity will become a `project` is 80%, enter 80 in this field. You define probability options and their descriptions in Code Table Configuration. If there is a description associated with the probability number that you enter in this field, the description displays to the right of the field. If you use Vision Planning, this field determines the availability of resources for work on any plan linked to the opportunity. To ensure that anyone checking for resource availability has up-to-date information, you must change the probability setting in this field to 100 when the opportunity wins a contract from your client.
Weighted Revenue	`Vision` calculates this value using the information that you enter in the Revenue and Probability fields. `Vision` determines the value as follows: Revenue X Probability = Weighted Revenue If you clear the Probability field, the weighted revenue value defaults to 0 (zero).
Estimated Start	Click Calendar and select the date on which you expect to begin the job associated with the opportunity.
Estimated Completion	Click Calendar and select the date on which you expect to complete the job associated with the opportunity.
Responsibility	From the drop-down list, select your firm's expected role, such as Prime or Joint Venture, on the contract that is associated with the opportunity. The roles that display in the drop-down list are added to this list in the Responsibility code table in Configuration > General > Code Tables.
NAICS	From the drop-down list, select the North American Industry Classification System (NAICS) code 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. The codes that display in the drop-down list are added to this list in the NAICS code table in Configuration > General > Code Tables. `Vision` provides the standard list of NAICS codes.
Currency	If you use Multicurrency, use this drop-down list to select a currency code for this opportunity record. If service estimates are not enabled on the Service Estimate tab of Opportunity Settings (Configuration > General > Opportunity Settings and you create a project from this opportunity, this currency becomes the default project currency and billing currency for that project. If you create a project from this opportunity and a project template, this currency becomes the default project or billing currency if the template does not specify one or both of those currencies.
Kona Space	This field is only available if `Vision` is configured to integrate with Kona Business on the Miscellaneous tab of the General System Settings form and if you have entered your Kona username and password on the Misc tab of the User Options dialog box. If you click New on the toolbar, and select Create Kona Space, `Vision` creates a Kona space for the opportunity, with you as the space owner. It then displays the space name in this field, and invites all employees listed on the Team tab who have email addresses to join the space. The Kona space displays below this field, and you can work in the space without leaving the Opportunity Info Center to go to Kona Business. You can also create a space for an opportunity in Kona Business yourself and then select that space in this field to link the space to the opportunity. If you create the space yourself and then link it to the opportunity, however, employees listed on the Team tab are not automatically invited to join the space. An opportunity can only be linked to one Kona space, but a Kona space can have multiple opportunities linked to it. Prerequisites: For an employee to be able to use the Kona integration features on this tab, the following must be true: Their `Vision` access rights must give them access to the opportunity record. They must be set up as a user of the firm's Kona Business account. They must log on to Kona on the Misc tab of the User Options dialog box in `Vision`. If they are not the space owner, they must be invited to join, and accept membership in, the Kona space for the opportunity. They must be using Microsoft® Internet Explorer® 9 or a later version.
Our Contract value	Enter the amount of the total contract value that you expect your company to earn, if you are awarded the contract associated with the opportunity.
Period of Performance	Enter the calendar years that you expect to work on the contract associated with the opportunity.