Business Development Tab
The Business Development tab is available on all project types but is generally edited during the sales process. Opportunities are assigned a probability and are weighted. This allows potential projects to be included in projections on a weighted basis. The Business Development tab is used to track general information about a potential project or opportunity. Opportunities originate in your financial system, similar to active projects,
The Business Development tab is only available when working with opportunities.
How to access this tab
Click the Business Development tab in the main Project Analyzer window.
| Item | Description |
|---|---|
| Number / Name |
The opportunity's number from the financial system and the project name. Project managers can edit the name as needed. |
| Client Project Number | The client project number assigned to the opportunity. |
| Group |
The group to which the opportunity is assigned. You can type in the group name and it is saved for future use. |
| Principal | The principal assigned to the opportunity. The available values come from the financial system. |
| Profit Center | The profit center to which the opportunity is assigned. The available values come from the financial system. |
| Source | The source that generated the opportunity. The available values come from the financial system. |
| Client | The client for the opportunity. The available values come from the financial system. |
| Primary Contact | The primary contact for the opportunity. The available values come from the financial system. |
| Secondary Contact | The secondary contact for the opportunity. The available values come from the financial system. |
| Project Manager | The project manager assigned to the opportunity. The available values come from the financial system. |
| Project Type | The project type assigned to the opportunity. The available values come from the financial system. |
| Owner Total Cost | The total cost of the opportunity for the owner. The project manager enters the value. |
| Building Budget | The amount budgeted for building costs associated with the opportunity. The project manager enters the value. |
| Building Area (s.f.) | The total square feet of building area planned for the opportunity. The project manager enters the value. |
| Cost per sq. Foot | The cost per square foot of the building planned for the opportunity. The value is calculated by dividing the Building Budget value by the Building Area (s.f.) value. |
| Opportunity Active | This check-box is used to identify the opportunity as active. Un-checking the box will cause the opportunity to be removed from the project list but not deleted. |
| Request as Active Project |
Click Request as Active Project button to open the New Project Request dialog box and request that the financial system administrator create an active project for this opportunity. The request is sent to the email address set in the New Project Request field configured on the System Configuration General Settings tab. |
| Date Opened | The date the opportunity was opened. The project manager enters the value. |
| Date Closed | The date the opportunity was closed. The project manager enters the value. |
| RFQ Release Date |
The RFQ release date for the opportunity. The project manager enters the value. |
| Project Funded | When selected, indicates the project described by the opportunity has been funded. |
| Submitted Proposal | When selected, indicates that a proposal for a project based on the opportunity has been submitted. |
| Included on Shortlist | When selected, indicates that the opportunity is on a shortlist of potential projects. |
| Interviewed | When selected, indicates that an interview related to the opportunity has been conducted. Typically this means that the AE firm has been interviewed by their potential client for the job. The project manager selects the date of the interview from the drop-down list that appears when the check-box is selected. |
| Mark Reviewed |
The Mark Reviewed button sets the review date for the opportunity to the current date. The date to the right of this button indicates the date when this opportunity was last reviewed. The date will be updated whenever the Mark Reviewed button is clicked or if any of the associated status data is updated elsewhere in the opportunity. If 90 days pass without being marked as reviewed and the schedule and fee have not been modified, the text background will turn red. |
| Latest Status |
The current status for the opportunity. Latest Status is derived from the information on the Schedule tab and Contract / Fees tab. If the anticipated start date is less than 90 days away the text background will be turned red. |
| Result | The result of the opportunity. The list of available values comes from the financial system. |
| Result Notes | Any notes related to the result. |
| Description | A description of the opportunity. The project manager enters this information. |
| Indirect | When selected, indicates the project is a non-billable effort type. |