DT812 Opportunity

The risk parameters described below are contained in the following modules:

• Risks/Opportunities (Projects, Proposals)

• Risks/Opportunities (Programs)

• Risk

DI029558 Opportunity

ID of the opportunity.

DI029560 Created on

Upon creation of a record, the time of creation 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

DI029571 Category

Opportunity category for the classification of opportunities

Values

• Revenues

• Quality

• Customer loyalty

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 that can occur when seizing the opportunity.

DI029583 Probable gross profit

The value calculated from the possible monetary gross profit and the probability of its occurrence (possibly increased 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 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

DI029573 Probability

Probability of monetary gross profit occurrence in percent.

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

• In order to exclude the opportunity from the calculation of the DI029583 Probable gross profit, the active checkbox must be deactivated.

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.

DI029579 Incurred on

Date on which the monetary gross profit occurred.

DI029580 Completed on

Date on which the opportunity was completed.

DI029581 Actual gross profit

Actual monetary value of the gross profit that has been achieved by seizing the opportunity.

DI064064 Gross profit level

Parameter for the evaluation of the level of qualitative success. The evaluation is done by three categories:

• low

• medium

• high

The value is used together with the Probability of occurrence value for the graphical analysis in a matrix diagram.

DI064062 Probability of occurrence

Parameter for the evaluation of the probability of occurrence of qualitative gross profit. The evaluation is done by three categories:

• Improbable

• Possible

• Probable

The value is used together with the Gross profit level value for the graphical analysis in a matrix diagram.

DI064063 Gross profit level name

Name for the gross profit level value. For description, see DI064064 Gross profit level.

DI064061 Probability of occurrence name

Name for the probability of occurrence value For description, see DI064062 Probability of occurrence.

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

DI066744 Project

ID of the project.

DI067184 Project name

Name of the project.

DI063146 Priority

Parameters for determining the priority of the opportunity. The evaluation is based on three categories: low, medium, high.

DI067230 Responsible

Resource that is assigned as person responsible for the opportunity. This resource monitors the individual measures and coordinates cooperation with those responsible for the individual measures.

DI067142 Opportunity assessment

Parameter that shows the risk assessment which is automatically calculated from the Gross profit level and its probability of occurrence. The evaluation is visualized by a traffic light stored on the field.