Status Tab
Use this tab to specify opportunity status details, key dates, value of the opportunity, probability of winning the opportunity, and organizational conflict of interest (OCI) status.
Opportunity Status
Use this group box to indicate general information about the status of the opportunity.
Field | Description |
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Stage |
Enter, or click
The unlabeled field to the right displays the description of the opportunity stage code. |
Date Changed | This field displays the date on which the stage code for the opportunity was changed, but you can modify it. Enter, or click
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Type |
Enter, or click
The unlabeled field to the right displays the description of the opportunity type code. |
Source |
Enter, or click
The unlabeled field to the right displays the description of the opportunity source code. |
NAICS (primary) |
Enter, or click
The first unlabeled field to the right displays the description of the NAICS code. The second unlabeled field to the right displays the effective date of the NAICS code. |
NAICS (supporting) |
Enter, or click
The unlabeled field to the right displays the description of the NAICS code. The second unlabeled field to the right displays the effective date of the NAICS code. |
CMMC Requirements |
Enter any information on Cybersecurity Maturity Model Certification (CMMC) requirements related to the opportunity. If the opportunity comes from GovWin IQ, this field displays CMMC information from GovWin IQ, but you can edit it. CMMC aims to measure the maturity or level of the organization's cybersecurity processes in complying with the protection of controlled unclassified information (CUI) within the Defense Industrial Base (DIB) networks. There are various levels of CMMC certifications. Controls and processes associated with each level are aimed to reduce the risk against a specific set of cyber threats. Attention: For more information on CMMC, visit
https://dodcio.defense.gov/CMMC/.
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Website | Enter web site. |
Estimated Start Date (contract) | Enter, or click
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Estimated Completion Date | Enter, or click
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Contract Period of Performance Months | This field displays the number of months that you expect to work on the contract associated with the opportunity. Costpoint automatically calculates this field using the Estimated Start Date (contract) and Estimated Completion Date, but you can modify it. |
Notes | Enter notes about the opportunity's status or any relevant information pertaining to the opportunity. |
Value and Key Dates
Use this group box to specify the projected value of the opportunity and the probability of winning the opportunity.
Two columns may display in this group box: Functional Currency and Transactional Currency. In Form view, the Transactional Currency column and its corresponding fields display only for Canadian bid records from GovWin IQ (that is, Transaction Currency Code is CAD). In Table view, these fields are visible but disabled if the transaction currency code is not CAD.
The following notice also displays in this group box for Canadian bid records from GovWin IQ:
"Currency Notice: Currency conversion done at time of publication."
Field | Description |
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Total Value |
Enter the total opportunity value. This represents the total value of the opportunity. The value you will enter should be the entire estimated revenue amount you expect to earn if the opportunity results in an awarded contract. The revenue value for the company may be a subset of this Total Value if several partners (prime contractors and subcontractors) are awarded the contract. |
Transactional Total Value |
This field is visible only for Canadian bid records imported from GovWin IQ. It displays the total opportunity value in CAD, as transferred from GovWin IQ. You can modify this field. |
Transaction Currency Code | This field is visible only for Canadian bid records imported from GovWin IQ. It defaults to CAD and cannot be edited. |
Our Value |
Enter the amount of the total contract value that you expect your company to earn if you are awarded the contract associated with the opportunity. |
Transactional Our Value | This field is visible only for Canadian bid records imported from GovWin IQ. Enter the amount of the total contract value (in CAD) that you expect your company to earn if you are awarded the contract associated with the opportunity. |
Win Probability |
Enter, or click
The unlabeled fields to the right display the probability percentage and probability description. |
Weighted Revenue | Costpoint calculates this field using the information you entered in the Our Value and Win Probability fields. Costpoint determines the value as follows: Our Value x Win Probability. |
Transactional Weighted Revenue | This field is visible only for Canadian bid records imported from GovWin IQ. Costpoint calculates this field using the information you entered in the Transactional Our Value and Win Probability fields. Costpoint determines the value as follows: Transactional Our Value x Win Probability. |
Date Opened | Enter, or click
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Date Closed | Enter, or click
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Number of Days Open |
This field displays the number of days the opportunity has been open. You can use this field to determine if the opportunity needs to be reassessed or prioritized. Costpoint automatically calculates this field as follows:
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Closed Reason |
Enter, or click
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OCI Status
Use this group box to specify the OCI status for the opportunity. OCI records associated with the opportunity are displayed on the Organizational Conflict of Interest (OCI) Records subtask of this screen.
Field | Description |
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OCI Check Complete | Select this check box if the organizational conflict of interest review has been completed for the opportunity. |
OCI Status |
Enter, or click
The unlabeled field to the right displays the description of the OCI status. |
Date | Enter, or click
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Completed By |
Enter, or click
The unlabeled field to the right displays the OCI reviewer name. |
Conflict with | Enter relevant notes pertaining to organizational conflict of interest associated with the opportunity. |