Creating an Opportunity

The project owner and people assigned Project Lead access to the project can create opportunities for a project.

Before you begin: View the list of opportunities where you want to create the opportunity. See Opportunities Page. Or select an opportunity under a task.
  1. Click Create Opportunity .
  2. Enter these details:

    Type. The type of object, typically Opportunity.

    Title. Enter a name for the opportunity.

    Policy. Select the Project Risk policy.

    Description. A brief description of the opportunity.

    Visibility

    • Public. Anyone who can view the project can view the opportunity.
    • Restricted. The opportunity owner, assignees, project owner, and project leads can view the opportunity.

    Estimated Start Date. The date on which the opportunity owner expects the assignee to begin to work on the opportunity. Click to select a date.

    Estimated Finish Date. The date on which the opportunity owner expects the assignee will complete work on the opportunity. Click to select a date.

    Opportunity Type. Values are Cost, Quality, Technical, Resource, Performance, Schedule, Benefits, Manufacturability, or Other.

    Impact. The significance of the opportunity to the organization. The values are 1 -5, with 5 indicating opportunities with the highest value.

    Probability. The probability of accomplishing the opportunity. The values are 1 -5, with 5 indicating opportunities most likely to be realized.

    OPN. Opportunity Priority Number. The system calculates this value by multiplying the Probability value by the Impact value. You cannot edit this field.

    Effective Date. The date the opportunity takes effect. By default, the current date is entered but you can choose a different date. Click to select a date.

    Status. A brief status of the opportunity, especially relative to the probability and impact values.

  3. Click OK.