Opportunities Overview Tab

The Overview tab in the Opportunities hub provides a snapshot of the selected opportunity: description and location, stakeholders in your enterprise, upcoming milestones for the opportunity, and a variety of other characteristics of the opportunity.

Contents

When you click the add record option on the form to add a new record to the hub, you enter information in the fields on this tab. To edit information on this tab after you save a new record, hover over a field name and click to open the field in edit mode. Alternatively, you can use the Actions bar and select Edit to edit any fields on any of the tabs in the hub without having to hover over a field name and click . Some fields, such as calculated fields, cannot be edited.

The field descriptions in this topic describe how to enter information for a new record.

Field	Description
Name	Enter the name of the opportunity. After you save the opportunity, the name displays above the tabs along with the date the opportunity information was last changed and the name of the person or process that made the changes. If the name is too long to display completely, hover over it to display a tooltip containing the full name.
Import From GovWin IQ	This option displays if you are using GovWin IQ Integration. Click this link to add one or more opportunities by importing them from GovWin IQ. This link displays the GovWin IQ Opportunities dialog box. Use that dialog box to locate and select the GovWin IQ opportunities that you want to import. After the imported data is displayed, you can make changes to it, if necessary, and make entries in fields that the import left blank. When you import opportunities, the process attempts to determine if the primary clients and the competitors associated with the opportunities already exist in DPS as companies. If that search fails for one or more companies, you are given the option to have the import process create some or all of those companies. Similarly, if the import process cannot verify that some contacts associated with the opportunities already exist in the Contacts area of DPS, you are given the option to create some or all of those contacts. This import option is only available if all of the following are true: Your firm has a GovWin IQ account. You have credentials for accessing GovWin IQ. GovWin IQ integration has been implemented for DPS. You are adding an opportunity. The import option is not available on the Edit Opportunity form. You must also be connected to GovWin IQ in Utilities > Integration. If you are not connected, a login dialog box displays when you click Import From GovWin IQ so you can enter your GovWin IQ credentials.

Details

Upcoming Milestones Timeline

The Upcoming Milestone Timeline allows you to view, edit, and track project milestones that are associated with the selected opportunity. The 7 most recent milestones are displayed. If there are no milestones scheduled for the opportunity today and in the future, the text "No Milestones"is displayed. Click a point on the timeline to view details about the milestone, such as the date, name, and any notes related to the milestone. You can use the paging arrows to page through the timeline and view past and future milestones.

Field	Description
Primary Client	Select a primary client for the opportunity.
Contact	Select the contact that is associated with the opportunity. The associated phone and email fields populate with the contact's related information.
Business Phone	This field displays the contact's business phone number.
Mobile Phone	This field displays the contact's mobile phone number.
Email	This field displays the contact's email address.
Address	Enter the street address or other address information for the location associated with the opportunity. Click + Add Address Line below the field if you need an additional address field. You can have up to three lines of address information.
City	Enter the city for the location associated with the opportunity.
State/Province	Select the state or province for the location associated with the opportunity. Type one or more characters from the state or province to select from a list of states or provinces that contain those characters. Click to select from the full list of states or provinces. If the drop-down list is empty, make sure the correct country is selected in Country. If it is, then no states or provinces have been defined for the country.
Zip	Enter the ZIP code or other postal code for the location associated with the opportunity.
Country	Select the country for the location associated with the opportunity. Type one or more characters from the country to select from a list of countries that contain those characters. Click to select from the full list of countries.
County	If applicable, select or enter the name of the county for the location associated with the opportunity. Type one or more characters from the county name to select from a list of names that contain those characters. Click to select from the full list of counties. If the county you need is not listed, you can type the county name in this field instead of selecting it. Be aware, however, that your entry is not automatically added to the standard list of counties. If you think it should be on the list, ask your system administrator to add it.
Regular Project	Select the project in which the actual work for the opportunity is being performed. If you create a regular project from this opportunity, this field is automatically populated for you. You can view or edit this field depending on the following conditions: 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.
Promotional Project	Select the promotional project associated with the opportunity. This is the project that tracks the costs (such as, time and expense) associated with pursuing an opportunity before it becomes a project. This field is available if you have the Accounting application. If you created a promotional project from this opportunity using the Actions menu, then this field is automatically populated for you.
	You can view or edit this field depending on the following conditions: 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 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.
Organization	Select the organization in your company that is responsible for the opportunity. An organization is an individual business unit for your company. During installation, you can change the default "organization" label for your enterprise. For example, you may want to call your organizations business units. If your organization structure has multiple levels, the overall label you choose for Organization Reporting will apply to the combination of levels that make up the individual organizations at your enterprise. In addition, each organization level has its own label, which you can also rename. By default, the individual levels of organization structure are titled Organization Level 1, Organization Level 2, and so on.
Description	This field displays a description of the opportunity.
Currency	If your enterprise uses multiple currencies, this field displays the currency code and description associated with the opportunity. To change the currency, click and select the new value. Changing the currency code does not change any amounts in currency fields. It is assumed that those amounts were entered in the correct currency. It may, however, change the currency symbol and how amounts are formatted. If your enterprise does not use multiple currencies, the currency code field remains blank.

Key Employees

Use these fields to record the key employee information for the opportunity. After completing these fields, click the name to display an info bubble containing additional employee information. Click More in the info bubble to display the full employee record on a separate browser tab. (If the row is in edit mode, you cannot display the info bubble. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)

The employees and their respective roles that you select in these fields are also added to the Team Members grid on the Team tab.

Field	Description
Project Manager	Select the employee who is the project manager for the opportunity.
Principal in Charge	Select the employee who is the principal in charge of the opportunity.
Supervisor	Select the employee who is the supervisor for the opportunity.
Marketing Coordinator	This field displays the employee who is the marketing coordinator for the opportunity.
Proposal Manager	This field displays the employee who is the proposal manager for the opportunity.
Business Development Lead	This field displays the employee who is the business development lead for the opportunity.

Procurement Details Fields

These options display if the CRM application is activated. To enter or change the values in procurement fields on the Overview tab, hover over the field, click , and make your entry in the field that displays.

Field	Description
Master Contract	If the opportunity is work for which your enterprise is competing under an indefinite delivery/indefinite quantity contract (IDIQ) or similar Master Services Agreement, select the master contract.
Solicitation #	Enter the request for proposal (RFP) number for the opportunity.
NAICS	Select the North American Industry Classification System (NAICS) code and description for the opportunity. These are government-designed codes that identify the industry in which a company operates. The codes provide a means for classifying businesses for data collection, analysis, and publication of data related to the U.S. business economy. It is structured as follows: XX Industry Sector (20 broad sectors up from 10 SIC) XXX Industry Subsector XXXX Industry Group XXXXX Industry XXXXXX U.S., Canadian, or Mexican National specific

Government Contracting Fields

These options display if the CRM application is activated and your firm also uses Government Contracting.

Field	Description
Award Type	Select the type of award for the opportunity (for example, IDIQ - GWAC, IDIQ - Agency Specific, BPA).
Competition Type	Select the type of competition for the opportunity (for example, GSA Schedules or Woman Owned Set-Aside).
Contract Type	Select the type of contract for the opportunity (for example, Cost Plus Fixed Fee, Time and Materials).
Duration	Enter a description of the total expected duration of the contract (for example, 1 year base plus 4 x 1 year option).
Period of Performance (PoP)	Specify the opportunity's period of performance, which is typically the number of months that you expect to work on the contract associated with the opportunity.