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DT813 Opportunity measures

DI029585 Opportunity

ID of the opportunity

DI029586 Measure

ID of the opportunity measure

DI059745 Opportunity measures bar

Bar for the visualization of the opportunity measure date below the time scale

DI029601 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.

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

  • Risks/Opportunities (Projects, Proposals)
    • The respective data field is hidden by default and can be unhidden by the user if necessary.
  • Risks/Opportunities (Programs)
    • The respective data field is hidden by default and can be unhidden by the user if necessary.

DI029603 Escalation contact

Here, the escalation partner of the risk measure is displayed or can be selected from the listbox.

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

DI029606 Measure description

Text field for the description of the respective measure

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

DI029607 Increase

Percentage value by which the measure increases the gross profit probability The value entered here is added to the gross profit probability value of the respective opportunity. E.g. if the damage probability is 40%, 10% is entered in the increase, then the final probability is 30%.

Caution

Note

  • When calculating the probable gross profit, the measures increase values 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 1:1000050 %--5000
Case 2:1000050 %20 %10006000
Case 3:1000050 %60 %50010500
Case 4:1000050 %20 %
40 %		1000
1000		9000

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

DI029608 Costs

Costs of the opportunity measure

Details

  • The costs of the opportunity measure are subtracted from the Probable gross profit value of the respective opportunity which is increased by the measure.

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


DI029610 Person responsible: ID

Code (ID) of the resource responsible for completing the appropriate measure. See also DI057704.

DI057704 Person responsible

Name of the resource responsible for the completion of the corresponding measure

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

DI029611 Date

Date on which the measure is to be completed/discarded

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

DI029732 Costs in project

Here it is marked whether the costs of a measure will be taken into account in the project or not.

Values

  • - The costs of a measure are already taken into account in the project
  • - The costs of a measure are not taken into account in the project

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


DI057706 Status

Name of the status of the opportunity measure

Values

  • 1 pending
  • 2 completed
  • 3 discarded

Caution

  • Measures with "discarded" status are not taken into account in the calculation of the Probable gross profit.

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


DI029609 Status ID

Code (ID) of the status of the opportunity measure. For description, see DI057706.

DI029616 Relative opportunity increase

The parameter is used to calculate the Probable gross profit.

Details

  • The Relative opportunity increase value is copied from the Increase field, provided that the status of the measure is not "discarded". ( For discarded measures, Relative opportunity increase will not be filled.) This ensures that the discarded measures are not taken into account in the calculation of the Probable gross profit.

DI029617 Relative measure costs

The parameter is used to calculate the Probable gross profit.

Details

  • The Relative measure costs value is copied from the Increase field, provided that the status of the measure is not "discarded". ( For discarded measures, the Relative measure costs field will not be filled.) This ensures that the discarded measures are not taken into account in the calculation of the Probable gross profit.


DI057708 Escalation level

Name (incarnation field) of the escalation level of the opportunity measure. The escalation level is the scope within which escalation takes place.

Values

  • 1: Within the project
  • 2: Within the company
  • 3: As far as the client is concerned

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


DI029602 Escalation level ID

Code (ID) of the escalation level of the opportunity measure. For description, see DI057708.

DI059748 TDI: 1

Technical data item. It is used to visualize the number of change requests in different modules.

Example

  • in the Activities area (Todo items up to DB 39.5.0) of the Dashboard module, the number of process steps is displayed by 4 statuses (late, today, future, without date).
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