The Overview tab in the Opportunities area provides a snapshot of the selected opportunity: description and location, stakeholders in your firm, and a variety of other characteristics of the opportunity.
Contents
| Field | Description |
|---|
| Description
|
This unlabeled field displays a description of the opportunity.
To edit or format the description, hover over the field, click
 , and make your entry in the Edit Opportunity Description dialog box.
|
| Location
|
This field displays the street address and other location information associated with the opportunity.
To edit or format the description, hover over the field, click
, and make your entry in the Edit Location dialog box.
|
| Organization
|
This field displays the
organization within your firm that is responsible for the opportunity.
To select a different
organization, hover over the field and click
next to the field. To remove the
organization without selecting a replacement, hover over the field, click
next to the field, and click
Remove Organization on the Edit
Organization dialog box.
|
| Project Manager
|
This field displays the employee who is the
project manager for the opportunity.
To select a
project manager, hover over the field and click
next to the field. In
NAME on the Edit
Project Manager dialog box, select the employee. The employee you select is also added to the Team Members grid on the Team tab and assigned the
Project Manager role.
|
| Principal
|
This field displays the employee who is the
principal for the opportunity.
To select a
principal, hover over the field and click
next to the field. In
NAME on the Edit
Principal dialog box, select the employee. 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.
To select a
supervisor, hover over the field and click
next to the field. In
NAME on the Edit
Supervisor dialog box, select the employee. The employee you select is also added to the Team Members grid on the Team tab and assigned the
Supervisor role.
|
| Field | Description |
|---|
| Additional fields
|
If your firm adds custom grids or fields (grids or fields that are not in the standard version of
iAccess) to this tab, those grids and fields display below the last standard field. You can make entries in those grids and fields on this tab or on the Edit Opportunity form.
|
