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DT812 Opportunity

DI029558 Opportunity

ID of the opportunity

Details

DI029560 Created on

When a record is created, the creation date is automatically entered here.

DI029561 Changed on

When a record is modified, the modification date is automatically entered here.

DI029563 Created by

When a record is created, the ID (code) of the logged-on user is automatically entered in this field. The creating user is also the owner of a record.

DI029564 Changed by

When a record is modified, the ID (code) of the logged-on user is automatically entered in this field.

DI029570 Opportunity name

Name of the opportunity

The parameter can be edited in the following modules by users with modification rights:

DI029571 Category

Opportunity category for the classification of opportunities

Values

  • Revenues
  • Quality
  • Customer loyalty

The parameter can be edited in the following modules by users with modification rights:

Note

  • The opportunity category values can be completed or changed by a project management administrator in the Listbox Values module.

DI029572 Possible gross profit

Estimated monetary value of the gross profit which can occur as a result of the benefit of the resource

The parameter can be edited in the following modules by users with modification rights:

DI029583 Probable gross profit

The value calculated from the possible damage and the probability of its occurrence (possibly reduced by the measures) excluding the costs of pending or completed measures. It is only calculated for opportunities with activated Active checkbox.

Calculation

((Probability + Relative opportunity increase) * 0.01) * Possible gross profit) - Relative measure costs

Note

  • When calculating the probable gross profit, the values of the measures to be taken are added to the probability value, so that a final probability value greater than 100%, and hence also a higher value in probable gross profit compared to the possible gross profit, become feasible

Examples

Possible gross profit Probability Opportunity increment Measure costs Probable gross profit
Case 1:10,00050 %--5,000
Case 2:10,00050 %20 %1,0006,000
Case 3:10,00050 %60 %50010,500
Case 4:10,00050 %20 %
40 %		1,000
1,000		9,000

DI029573 Probability

Probability of gross profit occurrence in percent

The parameter can be edited in the following modules by users with modification rights:

DI029574 Active

Parameter, indicating whether the opportunity is active

Values

  • - The opportunity actually exists.
    • Active opportunities are
      • taken into account in the calculation of the probable gross profit.
      • displayed in the info board.
      • shown in the status report (with all measures).
  • - Data is only used for documentation/preparation.

Note

The parameter can be edited in the following modules by users with modification rights:

DI029575 Linked file

In this field you can create a link to a file.

Insert file

  • Right-click on the Linked file field and select the Insert context menu command.
  • Click on the Search button in the Insert hyperlink window.
  • Select the required file and click on the Open button.
  • Confirm with OK.
  • Save.

Details

  • It is also possible to directly insert files from, e.g., the Windows explorer or files attached to e-mails via Drag&Drop.

DI029576 Pos.

DI029578 Description

Description of the opportunity. Unlike the name, a longer text can be entered here.

The parameter can be edited in the following modules by users with modification rights:

DI029579 Incurred on

Date on which the gross profit occurred

The parameter can be edited in the following modules by users with modification rights:

DI029580 Completed on

Date on which the opportunity was completed

The parameter can be edited in the following modules by users with modification rights:

DI029581 Actual gross profit

Estimated monetary value of the gross profit which can occur as a result of the use of the resource

The parameter can be edited in the following modules by users with modification rights:

DI064064 Gross profit level

Parameter for the evaluation of the level of monetary gross profit. Evaluation is based on three categories: low, medium, high. The value is used together with the Probability of occurrence value for the graphical analysis in a matrix diagram.

The parameter can be edited in the following modules by users with modification rights:


DI064062 Probability of occurrence

Parameter for the evaluation of the probability of monetary gross profit. Evaluation is based on three categories: low, medium, high. The value is used together with the Gross profit level value for the graphical analysis in a matrix diagram.

The parameter can be edited in the following modules by users with modification rights:


DI064063 Gross profit level name

Name for the gross profit level value. For description, see Gross profit level.

DI064061 Probability of occurrence name

Name for the probability of occurrence value For description, see Probability of occurrence.

DI064066 Calc. TrLt for gross profit level / probability of occurrence

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