Opportunities MOD009E2I

Introduction

• Reports → Risks & Opportunities panel → Opportunities

Information

• In the Opportunities module, opportunities and the gross profit values for planning objects resulting from those opportunities are displayed in table and graphical form.

Module Variants

Details

• Depending on the module variant, opportunity/gross profit sum values from the selected planning objects are displayed in the Sum area.

  • in absolute numbers as well as

  • graphically

    • in a Gantt chart for gross profit values

    • in a matrix diagram which displays the number of

      • opportunities measured by their success level in the categories high, medium, and low, and their probability of occurrence in the categories likely, possible, and unlikely.

• In the table view below the graphics, all planning objects are displayed grouped by the criterion selected in the planning object header.

  • At this grouping level, the gross profit values summarized from all planning objects of the respective group are displayed.

  • At project level, the data of the respective project from the current planning is displayed (DT461).

Note

• All values displayed in this module are summarized values of the planning objects and their subprojects (if available). The subprojects themselves are not displayed.

Details

• The planning objects displayed in this module are grouped by code by default. However, it is possible to change the grouping or to have the planning objects displayed ungrouped.

  • In the Group by field you can either change the grouping criterion by making a selection from the listbox, or delete it. After clicking on the Apply changes button, the planning objects are either displayed grouped by the newly selected criterion or they are displayed ungrouped.

    • If you change the grouping criterion in another module of the panel which also contains grouping criteria, it automatically takes effect in the current module as well.

• The planning objects to be displayed in this module can be filtered using object filters.

  • If there already is an object filter, it can be selected from the listbox on the Filter field. After clicking on the Apply changes button, only planning objects that correspond to the filter are displayed.

  • You can edit existing object filters or create new ones in the Object Filter module which is opened via the Edit filter button.

  • If an object filter is selected in one of the modules which use object filters, it automatically takes effect in all other modules with object filters as well.

• Clicking on the ID of the required project (planning object) switches to the corresponding panel where the project's (planning object's) data can be edited or viewed, depending on the user rights.