Contents of the Manage Opportunity Assessment Rating Descriptions Screen

Use the fields and options to configure the Manage Opportunity Assessment Rating Descriptions screen.

Table Window

Use this table window to view and/or enter opportunity assessment rating codes. Click New to add a new line.

Field Description
Rating Code

Enter a unique assessment rating code.

There are 9 Costpoint-defined assessment rating codes that display automatically in this field. You cannot modify or delete these codes. Costpoint-defined rating codes and their descriptions are as follows:

Rating Code Description
RTDESC_01 Is this opportunity a strategic fit for our company?
RTDESC_02 How confident are we in the funding and timing for the award?
RTDESC_03 How well does this opportunity match our capabilities?
RTDESC_04 How well positioned are we with this customer?
RTDESC_05 How well differentiated are we versus the competition?
RTDESC_06 Do we have the right experience and past performance?
RTDESC_07 Do we have the necessary resources to bid and manage this contract?
RTDESC_08 Will this opportunity be profitable for our company?
RTDESC_09 Is there enough lead time to shape the requirements and improve our position?

You can delete user-defined codes only if the code is not assigned to assessment formats that have been used on an opportunity assessment, or if the codes are not assigned to any format at all.

Description

Enter a unique description for new rating codes.

For existing rating codes, you can modify this field for both user- and system-defined rating codes only if the code is not assigned to a format that has been used on an opportunity assessment. If the code is assigned to a format but that format has not yet been used on any opportunity assessment record, you can change the description.

Show in Lookup

This check box is selected by default for both user- and system-defined rating codes, but you can modify it. Keep it selected to display the rating code in the lookup of the Assessment Code field on the Manage Opportunity Assessment Formats screen. Only those codes that are available in the lookup can be used for new records in Manage Opportunity Assessment Formats.

If you clear this check box, you will not be able to assign the rating code to an assessment format.

If you have already assigned the rating code to an assessment format and then you clear this check box, the assessment format will not be affected.

Source This field displays System (system-defined code) or User (user-defined code). You cannot modify this field.