Opportunities Controls
Use screens in the Opportunities Controls application group to establish and maintain settings used for opportunities defined in the Capture & Contracts domain.
Related Topics:
Configure Opportunity Settings
Use this screen to set up and control settings used in tracking opportunities. You can also use this screen to customize opportunity label names and specify parameters in viewing project reports for opportunities.
Manage Opportunity Assessment Formats
Use this screen to define opportunity assessment formats and link them to assessment rating descriptions established on the Manage Opportunity Assessment Rating Descriptions screen.
Manage Opportunity Assessment Rating Descriptions
Use this screen to view and maintain opportunity assessment rating descriptions that you can use to evaluate opportunities.
Manage Opportunity Closed Reasons
Use this screen to enter and maintain reasons why an opportunity would be marked as closed.
Manage Opportunity Company Responsibilities
Use this screen to enter and maintain roles or responsibilities that your company may have on an opportunity.
Manage Opportunity Contract Types
Use this screen to enter and maintain contract types that opportunities represent.
Manage Opportunity Loss Reasons
Use this screen to enter and maintain opportunity loss reasons.
Use this screen to enter and maintain source codes that define where an opportunity is obtained.
Use this screen to set up and maintain the different stages of an opportunity that your company uses.
Use this screen to enter and maintain opportunity types that you can use to classify opportunities identified on the Manage Opportunities screen.
Manage Opportunity Win/Bid Probabilities
Use this screen to enter and maintain codes that represent the percentage of bidding on or winning an opportunity.
Manage Opportunity User-Defined Labels
Use this screen to customize labels for the user-defined fields for opportunities.