The Summary pane presents a scrollable snapshot of status and pipeline information for the
opportunity. In these fields, you can add, edit, or review
opportunity information.
| Field | Description |
|---|
| ID
|
If the
opportunity has been assigned an
opportunity ID, this field displays that ID. To change the ID, hover over the field, click
 , and enter the number on the Edit ID dialog box.
|
| IQ Record
|
If the
opportunity was imported from GovWin IQ, this field displays its GovWin IQ ID.
Click the ID to display a tooltip containing the
opportunity solicitation date and number and
opportunity status in GovWin IQ. Click
More... in the tooltip to open a new browser tab and display the complete
opportunity information in GovWin IQ. (The
opportunity information remains available on the original browser tab.) If you are not already logged in to GovWin IQ, the GovWin log in page displays first.
|
| Revenue
|
The total estimated revenue that you expect to earn if the
opportunity results in an awarded contract.
To edit the amount, hover over the field, click
, and enter the new amount. You can also edit the amount on the Edit
Opportunity form.
|
| Stage
|
This field displays the pipeline stage to which the
opportunity is currently assigned, such as Lead,
Proposal, Awarded, or Lost.
To change the stage, click it and select the new value. If you select a stage that is designated as a stage for closed
opportunities, the Close
Opportunity dialog box displays so you can enter other information related to closing the
opportunity. Your administrator defines the list of values in
area.
|
| Probability
|
The probability of winning the
project, which is expressed as a percentage.
To change the percentage, click
and select the new value.
|
| Weighted Revenue
|
The estimated revenue that is weighted is based on the probability: Estimated revenue x Probability.
To change this value, click
and then change the estimated revenue amount, the probability percentage, or both.
|
| Total Contract Value
|
This field displays the total amount of the contract for the owner of the
opportunity. If you are not the prime contractor, then the owner of the
opportunity is always the
client. Enter the amount of the total contract value that you expect your company to earn if you are awarded the contract.
|
| Currency Code
|
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.
Keep in mind that when you change the currency code, this action 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.
|
| Status
|
This field displays the
opportunity status,
Active or
Inactive. To change the status, click
 and select the new value.
When you inactivate an
opportunity that has resource assignments,
DPS displays a message that recommends that you either move those assignments to the
project, if you were awarded the contract, or delete the assignments. That message includes a link that displays the
opportunity's resource plan in
Project View so you can either move or delete the assignments.
|
| Type
|
This field displays the type of
opportunity, such as Laboratories, Medical Facilities, or Office Buildings. To change the type, click it and select the new value.
Your administrator defines the list of values in area.
|
| Responsibility
|
This field displays your enterprise's responsibility or role for the
opportunity, such as Prime or Subcontractor). To change the responsibility, click it and select the new value.
Your administrator defines the list of values in
area.
|
| Source
|
This field displays the source of the
opportunity (for example,
Client
Contacts,
Marketing Campaign, GovWin IQ). To change the source, click
and select the new value.
Your administrator defines the list of values in Settings
area.
|
| Opened
|
This field displays the date on which you identified the
opportunity and began pursuing the job.
To change the date, click
and select a date on the calendar.
|
| Days Open
|
If the
opportunity is not closed, this field displays the number of days it has been open: beginning with he date is was opened through today's date. This field is not displayed for closed
opportunities.
|
| Closed
|
If the
opportunity is closed, this field displays the date it was closed. This field is not displayed for open
opportunities.
To display notes related to the closure in an info bubble, hover over the date or the reason.
|
| Closed Reason
|
If the
opportunity is closed, this field displays the reason it was closed. This field is not displayed for open
opportunities.
To display notes related to the closure in a info bubble, hover over the date or the reason.
|
| Closed Notes
|
If the
opportunity is closed, this field displays additional information about the closed
opportunity. This field is not displayed for open
opportunities.
|
