Enter the name of the assessment.

If the opportunity is imported from GovWin IQ, this field displays the assessment name from GovWin IQ.

This field displays the source of the assessment record. Valid values are:

• Costpoint: This indicates that the assessment record was manually added on this tab.
• GovWin IQ: This indicates that the assessment record was added through the GovWin IQ integration.

This field displays the type of the assessment. Valid values are:

• CP Assessment
• IQ Capture Assessment
• IQ Qualifying Assessment

The default value for manually entered records is CP Assessment.

For manual records, enter, or click to select, the assessment format ID that you want to assign to this assessment. Valid values are only those that exist on the Manage Opportunity Assessment Formats screen. Format IDs that display in the lookup have the Show in Lookup check box selected in Manage Opportunity Assessment Formats. Only format IDs that are available in the lookup can be used for new records in Manage Opportunities.

If a default format ID is selected in Manage Opportunity Assessment Formats, that format ID automatically displays in this field, but you can modify it. Note, however, that once you publish the assessment (Status is set to Published and record is saved), you will no longer be able to edit or replace the assessment format ID for the assessment record.

If you have already saved the record and the status is still Unpublished, you can still change the format ID but all ratings and comments will be cleared. Costpoint displays a warning message, where you can click OK to proceed with your action or you can click Cancel.

For GovWin IQ records, this field is blank.

For new manual records, this defaults to Unpublished. You can change it to Published at any time to prevent edits to the assessment record. You can also revert it to Unpublished to allow for additional changes.

For GovWin IQ records, this defaults to Published and cannot be changed.

For manual records, this field displays the total score of the opportunity over the total highest possible score for this assessment record. If there are 8 rating descriptions on the Opportunity Assessment Details subtask, the highest possible score is 80. If your rating for the opportunity is 78, this field displays 78/80.

For GovWin IQ records, this field is blank.

This field displays the Total Score in percent for manual records, or automatically populates from GovWin IQ for GovWin IQ records.

For manual records, enter, or click to select, the opportunity stage as of the date of the assessment. Valid values are only those that exist on the Manage Opportunity Stages screen. Codes that display in the lookup have the Show in Lookup check box selected in Manage Opportunity Stages. Only codes that are available in the lookup can be used for new records in Manage Opportunities.

You can modify the opportunity stage only if the status of the assessment record is Unpublished.

For GovWin IQ records, this field displays the stage mapped to the GovWin IQ stage on the Manage Opportunity Stages screen. This cannot be modified.

For manual records, this defaults to the system date but can be modified. Enter, or click to select, the date of the assessment. Note, however, that you cannot change this date for assessment records with a Published status.

This field also does not accept future dates. The date entered must be on or before the current system date.

For GovWin IQ records, this field displays the date of the assessment in GovWin IQ.

This field displays the assessor login ID from GovWin IQ. It is blank for manual records.

For manual records, enter, or click to select, the employee who assessed the opportunity.

For GovWin IQ records, this field displays the employee mapped to the GovWin IQ Opportunity Assessor on the Manage Employee Information screen.

For manual records, use this field to enter a longer name for the assessment or provide a more detailed description of the assessment.

For GovWin IQ records, this field displays the assessment long name.