Opportunity MOD009BK3

Access

• Project panel → Further… → Risks/Opportunities → Insert opportunity plus-button in the Opportunities area → Opportunity

• Project panel → Further… → Risks/Opportunities → Click on the link on the ID of the required risk in the Risks area → Risk

• Program panel → Further… → Risks/Opportunities → Insert opportunity plus-button in the Opportunities area → Opportunity

• Program panel → Further… → Risks/Opportunities → Click on the link on the ID of the required risk in the Opportunities area → Opportunity

• Employee → Own Planning → Employee Board → My Activities → expand the required status area → Click on the link in the Opportunity name field in the Opportunity name category or select the Show opportunity → Opportunity context menu command

For information

• In this module, the opportunity and the corresponding measures for which the employee is defined as person responsible are recorded and edited.

  • The responsible employee can edit data of the corresponding opportunity measure(s). This way, he/she informs the project manager on the success of the measure in question.

Identify, record and evaluate opportunities.

Procedure

• Allocate a Name.

• Save.

• Newly created opportunities are automatically assigned an opportunity ID and are active by default (Active checkbox activated). Active opportunities are

  • considered in analyses and status reports and

  • displayed in the charts.

Perform Opportunity Evaluation

Information

• PLANTA project offers an option to perform a qualitative and monetary evaluation of recorded opportunities.

Perform Qualitative Opportunity Evaluation

• Provide an estimation of the opportunity in the Gross profit level and Probability of occurrence listboxes in the Qualitative Evaluation area.

  • Only when these listboxes are filled as intended can opportunities be displayed in the corresponding diagram.

• Save.

Carry Out Monetary Opportunity Evaluation

• Provide an estimation of the opportunity in the Possible gross profit (EUR) and Probability (in %) text fields in the Monetary evaluation area.

  • Only when these text fields are filled as intended can opportunities be visualizing in the corresponding diagram.

• Save.

Measures

Information

• To increase the success potential of opportunities, measures that promote opportunities can also be recorded in the Opportunity module.

Insert and Record Measures

• Click on the Insert measures plus-button in the Measures area.

  • Newly created measures are automatically assigned a measure ID.

• In the Date field, the current date is automatically entered by default.

  • Some fields are automatically filled with default values, but can be changed immediately after creation or at a later date.

• Allocate a measure name.

• Enter information or make specifications.

• Save.