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.
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.
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.
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.
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.