Add/Edit Opportunity Form

Use the Add Opportunity form in the Resource Planning workspace to add a new opportunity. Use the Edit Opportunity form to make changes or additions to information for existing opportunities. The two forms contain the same sets of fields.

If your firm activated the CRM module, add and edit opportunities in the Opportunities area in Business Development workspace instead.

Location: Add Opportunity Form (Resource Planning)

To display the Add Opportunity form, complete the following steps:

1. In the Resource Planning workspace, click to go to the Opportunities area.
2. Click + Add Opportunity next to the Find opportunity field.

   This option is only available if you have the access rights that are required to add opportunities.

Location: Edit Opportunity Form (Resource Planning)

To display the Edit Opportunity form, complete the following steps:

1. Click to go to the Opportunities area.
2. Use the Find opportunity field immediately above the opportunity title to select the opportunity that you want to edit.
3. Click on the Opportunities toolbar.

Contents

Field	Description
	Click this icon on the toolbar to save your entries.
	Click this icon on the toolbar to discard your unsaved entries.
Delete Opportunity	To delete a previously saved opportunity, display it in the Edit Opportunity form and click Delete Opportunity in the upper-right corner of the form. This option is only available on the Edit Opportunity form. If you are adding a new opportunity and decide you want to discard the opportunity without saving it, click on the Add Opportunity toolbar.
NAME	Enter the name of the opportunity. The maximum length is 255 characters.
OPPORTUNITY ID	If you assign IDs to your opportunities, enter the ID for the opportunity in this field.
PRIMARY CLIENT	Select the primary client for the opportunity. Type one character from the client's name to select from a list of clients whose names start with that character. Type two or more characters from the client's name to select from a list of clients whose names contain those characters. Click to select from the full list of clients. If the client has not yet been added in Deltek CRM, click + New Client at the bottom of the selection list to display the Add Client dialog box and enter the client name.
ORGANIZATION	If you are using organizations, click in this field to display the Edit Organization dialog box and select the organization within your firm that is responsible for the opportunity. In the Edit Organization dialog box, expand the higher levels to display the lower levels of the structure. At the lowest level, click the row for the organization you want to select. To search for organizations with names that contain a specific sequence of characters, type the characters in the field above the grid and pause.
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.)
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.
ESTIMATED START	Enter the date on which you expect the work to start if you win the opportunity, or click and select it on the calendar. This date becomes the default plan start date when you create a plan for the opportunity.
ESTIMATED COMPLETION	Enter the date on which you expect the work to be completed if you win the opportunity, or click and select it on the calendar. This date becomes the default plan end date when you create a plan for the opportunity.
STAGE	Select the pipeline stage to which the opportunity is currently assigned (for example, Lead, Proposal, Awarded, Lost). 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.
PROBABILITY	Click to select the probability of winning the contract (expressed as a percentage).
STATUS	Select the opportunity status: Active or Inactive. Inactive opportunities are excluded from the ACTIVE and MINE standard opportunity searches, and you can choose to exclude them from custom searches that you add. When you select Inactive for an opportunity that has resource assignments, Deltek CRM displays a message that recommends that you either move those assignments to the project, if you were awarded the contract, or delete the assignments. That message includes a link that displays the opportunity's resource plan in Project View so you can move or delete the assignments.