Assessments Tab

Use this tab to rate opportunities and assess if you are going after the right opportunities.

You can manually create multiple assessment records for a single opportunity. For opportunities imported from GovWin IQ, associated assessment records from GovWin IQ display on this tab.

For manually entered assessment records, when you select an assessment format, Costpoint automatically displays on the Opportunity Assessment Details subtask the rating descriptions assigned to the assessment format. On the subtask, you can rate the opportunity on each rating description on a scale of 1 to 10, and Costpoint calculates the total score and percent (out of the highest possible score) for the opportunity. This information can help you determine if the opportunity is worth pursuing.

Note: Some fields are hidden in Form view and are disabled in Table view, depending on the type of record you are accessing (GovWin IQ or manual records).

Table Window

Field	Description
Name	Enter the name of the assessment. If the opportunity is imported from GovWin IQ, this field displays the assessment name from GovWin IQ.
Source	This field displays the source of the assessment record. Valid values are: Costpoint: This indicates that the assessment record was manually added on this tab. GovWin IQ: This indicates that the assessment record was added through the GovWin IQ integration.
Type	This field displays the type of the assessment. Valid values are: CP Assessment IQ Capture Assessment IQ Qualifying Assessment The default value for manually entered records is CP Assessment.
Assessment Format ID	For manual records, enter, or click to select, the assessment format ID that you want to assign to this assessment. Valid values are only those that exist on the Manage Opportunity Assessment Formats screen. Format IDs that display in the lookup have the Show in Lookup check box selected in Manage Opportunity Assessment Formats. Only format IDs that are available in the lookup can be used for new records in Manage Opportunities. If a default format ID is selected in Manage Opportunity Assessment Formats, that format ID automatically displays in this field, but you can modify it. Note, however, that once you publish the assessment (Status is set to Published and record is saved), you will no longer be able to edit or replace the assessment format ID for the assessment record. Once you select an assessment format ID, Costpoint populates the Opportunity Assessment Details subtask with the rating descriptions assigned to the assessment format. If you have already saved the assessment record and the status is still Unpublished, you can still change the format ID but all scores and comments on the Opportunity Assessment Details subtask will be cleared and the rating descriptions will be updated. Costpoint displays a warning message, where you can click OK to proceed with your action or you can click Cancel. For GovWin IQ records, this field is blank.
Status	For new manual records, this defaults to Unpublished. You can change it to Published at any time to prevent edits to the assessment record. You can also revert it to Unpublished to allow for additional changes. For GovWin IQ records, this defaults to Published and cannot be changed.
Total Score	For manual records, this field displays the total score of the opportunity over the total highest possible score for this assessment record. If there are 8 rating descriptions on the Opportunity Assessment Details subtask, the highest possible score is 80. If your rating for the opportunity is 78, this field displays 78/80. For GovWin IQ records, this field is blank.
Percent	This field displays the Total Score in percent for manual records, or automatically populates from GovWin IQ for GovWin IQ records.
Opportunity Stage	For manual records, enter, or click to select, the opportunity stage as of the date of the assessment. Valid values are only those that exist on the Manage Opportunity Stages screen. Codes that display in the lookup have the Show in Lookup check box selected in Manage Opportunity Stages. Only codes that are available in the lookup can be used for new records in Manage Opportunities. You can modify the opportunity stage only if the status of the assessment record is Unpublished. For GovWin IQ records, this field displays the stage mapped to the GovWin IQ stage on the Manage Opportunity Stages screen. This cannot be modified.
Date Assessed	For manual records, this defaults to the system date but can be modified. Enter, or click to select, the date of the assessment. Note, however, that you cannot change this date for assessment records with a Published status. This field also does not accept future dates. The date entered must be on or before the current system date. For GovWin IQ records, this field displays the date of the assessment in GovWin IQ.
GovWin IQ Assessor Login ID	This field displays the assessor login ID from GovWin IQ. It is blank for manual records.
CP Assessor Name	For manual records, enter, or click to select, the employee who assessed the opportunity. For GovWin IQ records, this field displays the employee mapped to the GovWin IQ Opportunity Assessor on the Manage Employee Information screen.
GovWin IQ Assessment URL	This field displays the assessment URL from GovWin IQ. It is blank for manual records.
Assessment Long Name	For manual records, use this field to enter a longer name for the assessment or provide a more detailed description of the assessment. For GovWin IQ records, this field displays the assessment long name.

Subtask

Subtask	Description
Opportunity Assessment Details	This subtask loads the rating descriptions assigned to the assessment format selected on the Assessments tab. Use this subtask to rate the opportunity on each rating description on a scale of 1 to 10.