DT812 Opportunity
DI029558 Opportunity
ID of the opportunity
Details
- In the Risks/Opportunities (Projects) and Risks/Opportunities (Programs) modules, a traffic light is implemented on the opportunity ID, which switches to red, yellow, or green depending on the values in the Gross profit level and Probability of occurrence parameters. The opportunities are also sorted depending on the values in the parameters mentioned (ascending from highest to lowest).
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:
- Risks/Opportunities (Projects, Proposals)
- Risks/Opportunities (Programs)
DI029571 Category
Opportunity category
Values
- Revenues
- Quality
- Customer loyalty
The parameter can be edited in the following modules by users with modification rights:
- Risks/Opportunities (Projects, Proposals)
- Risks/Opportunities (Programs)
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:
- Risks/Opportunities (Projects, Proposals)
- Risks/Opportunities (Programs)
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 open 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: | 10,000 | 50 % | - | - | 5,000 |
Case 2: | 10,000 | 50 % | 20 % | 1,000 | 6,000 |
Case 3: | 10,000 | 50 % | 60 % | 500 | 10,500 |
Case 4: | 10,000 | 50 % | 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:
- Risks/Opportunities (Projects, Proposals)
- Risks/Opportunities (Programs)
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).
- Active opportunities are
- - 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.
The parameter can be edited in the following modules by users with modification rights:
- Risks/Opportunities (Projects, Proposals)
- Risks/Opportunities (Programs)
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:
- Risks/Opportunities (Projects, Proposals)
- Risks/Opportunities (Programs)
DI029579 Incurred on
Date on which the gross profit occurred
The parameter can be edited in the following modules by users with modification rights:
- Risks/Opportunities (Projects, Proposals)
- Risks/Opportunities (Programs)
DI029580 Completed on
Date on which the opportunity was completed
The parameter can be edited in the following modules by users with modification rights:
- Risks/Opportunities (Projects, Proposals)
- Risks/Opportunities (Programs)
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:
- Risks/Opportunities (Projects, Proposals)
- Risks/Opportunities (Programs)
DI064064 Gross profit
Parameter for the evaluation of the height of the monetary gross profit. The evaluation is done by three categories: low, medium, high. The value is used together with the Probability of occurrence value for the graphical evaluation in a matrix diagram.
The parameter can be edited in the following modules by users with modification rights:
- Risks/Opportunities (Projects, Proposals)
- Risks/Opportunities (Programs)
DI064062 Probability of occurrence
Parameter for the evaluation of the probability of monetary gross profit. The evaluation is done by three categories: low, medium, high. The value is used together with the Gross profit level value for the graphical evaluation in a matrix diagram.
The parameter can be edited in the following modules by users with modification rights:
- Risks/Opportunities (Projects, Proposals)
- Risks/Opportunities (Programs)
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.