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Contents of the Manage Opportunity Assessment Formats Screen

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

Table Window

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

Field	Description
Assessment Format ID	Enter a unique assessment format ID. There is one Costpoint-defined format ID (STANDARD) that displays automatically in this field. You cannot delete or modify this ID, nor its corresponding assessment format name. If you do not want to use this in opportunity assessments, you can clear its corresponding Show in Lookup check box, and it will no longer be available for selection on opportunity assessments in Manage Opportunities. For user-defined format IDs, once you save them, you will no longer be able to modify the ID. A user-defined format ID record/row can only be deleted if it has not been used in any opportunity assessment.
Assessment Format Name	Enter a unique format name for new assessment format IDs. For existing format IDs (both Costpoint- and user-defined IDs), you can modify the format name only if the format ID has not been assigned to an opportunity assessment (that is, the Assigned to an Opportunity Assessment check box is clear for the format ID).
Default Format	Select this check box if you want this format to be the default format that you will use in assessing opportunities. The selected format will default in the Assessment Format ID field on the Assessments tab of Manage Opportunities, but can still be changed on that screen. It is not required to have a default format. Note, however, that only one format can be set as the default. Costpoint displays an error message when you select this check box for more than one format.
Max Score	This field displays the maximum score associated with the assessment format ID based on the number of assessment rating codes assigned to the format. Up to 10 rating codes can be assigned to the format, each accounting for a score of 10. If you assigned all 10 rating codes, then the maximum score for the format is 100. If you assigned only 6 rating codes, then the maximum score is 60.
Show in Lookup	This check box is selected by default for both user- and system-defined formats, but you can modify it. Keep it selected to display the format ID in the lookup of the Assessment Format ID field on the Assessments tab of the Manage Opportunities screen. Only those format IDs that are available in the lookup can be used for new records in Manage Opportunities. If you clear this check box, you will not be able to use the format in assessing opportunities. If you have already assigned the format to an opportunity assessment and then you clear this check box, the opportunity assessment will not be affected. If you set the format as the Default Format, the Show in Lookup check box is automatically selected and cannot be changed. Note: Even if you have a default format, other formats with the Show in Lookup check box selected will still be available for selection on the Assessments tab of Manage Opportunities.
Source	This field displays System (system-defined format ID) or User (user-defined format ID). You cannot modify this field.
Assigned to an Opportunity Assessment	If selected, this check box indicates that the format has already been assigned to an opportunity assessment.
Assessment Code 01 - 10	Enter, or click to select, the assessment rating code that you want to assign to the assessment format. Only those rating codes with the Show in Lookup check box selected on the Manage Opportunity Assessment Rating Descriptions screen are available for entry or selection. You can enter a maximum of 10 rating codes, but only Assessment Code 01 is required. You cannot use the same rating code in multiple assessment code fields. Once you have used a rating code in a field, that code will not be available for selection in another assessment code field. Do not skip assessment code fields when entering rating codes to avoid an error (for example, you entered a value in Assessment Code 03, skipped Assessment Code 04, and then entered a value in Assessment Code 05). Fill in the gaps or move the rating code up in the sequence.
Rating Description 01 - 10	This field displays the rating descriptions of the rating codes you selected in Assessment Code 01 - 10. The descriptions of the rating codes you assigned to the format will display on the Opportunity Assessment Details subtask on the Assessments tab of Manage Opportunities when the format is selected on that tab.

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Contents of the Manage Opportunity Assessment Formats Screen

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

Table Window

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

Field	Description
Assessment Format ID	Enter a unique assessment format ID. There is one Costpoint-defined format ID (STANDARD) that displays automatically in this field. You cannot delete or modify this ID, nor its corresponding assessment format name. If you do not want to use this in opportunity assessments, you can clear its corresponding Show in Lookup check box, and it will no longer be available for selection on opportunity assessments in Manage Opportunities. For user-defined format IDs, once you save them, you will no longer be able to modify the ID. A user-defined format ID record/row can only be deleted if it has not been used in any opportunity assessment.
Assessment Format Name	Enter a unique format name for new assessment format IDs. For existing format IDs (both Costpoint- and user-defined IDs), you can modify the format name only if the format ID has not been assigned to an opportunity assessment (that is, the Assigned to an Opportunity Assessment check box is clear for the format ID).
Default Format	Select this check box if you want this format to be the default format that you will use in assessing opportunities. The selected format will default in the Assessment Format ID field on the Assessments tab of Manage Opportunities, but can still be changed on that screen. It is not required to have a default format. Note, however, that only one format can be set as the default. Costpoint displays an error message when you select this check box for more than one format.
Max Score	This field displays the maximum score associated with the assessment format ID based on the number of assessment rating codes assigned to the format. Up to 10 rating codes can be assigned to the format, each accounting for a score of 10. If you assigned all 10 rating codes, then the maximum score for the format is 100. If you assigned only 6 rating codes, then the maximum score is 60.
Show in Lookup	This check box is selected by default for both user- and system-defined formats, but you can modify it. Keep it selected to display the format ID in the lookup of the Assessment Format ID field on the Assessments tab of the Manage Opportunities screen. Only those format IDs that are available in the lookup can be used for new records in Manage Opportunities. If you clear this check box, you will not be able to use the format in assessing opportunities. If you have already assigned the format to an opportunity assessment and then you clear this check box, the opportunity assessment will not be affected. If you set the format as the Default Format, the Show in Lookup check box is automatically selected and cannot be changed. Note: Even if you have a default format, other formats with the Show in Lookup check box selected will still be available for selection on the Assessments tab of Manage Opportunities.
Source	This field displays System (system-defined format ID) or User (user-defined format ID). You cannot modify this field.
Assigned to an Opportunity Assessment	If selected, this check box indicates that the format has already been assigned to an opportunity assessment.
Assessment Code 01 - 10	Enter, or click to select, the assessment rating code that you want to assign to the assessment format. Only those rating codes with the Show in Lookup check box selected on the Manage Opportunity Assessment Rating Descriptions screen are available for entry or selection. You can enter a maximum of 10 rating codes, but only Assessment Code 01 is required. You cannot use the same rating code in multiple assessment code fields. Once you have used a rating code in a field, that code will not be available for selection in another assessment code field. Do not skip assessment code fields when entering rating codes to avoid an error (for example, you entered a value in Assessment Code 03, skipped Assessment Code 04, and then entered a value in Assessment Code 05). Fill in the gaps or move the rating code up in the sequence.
Rating Description 01 - 10	This field displays the rating descriptions of the rating codes you selected in Assessment Code 01 - 10. The descriptions of the rating codes you assigned to the format will display on the Opportunity Assessment Details subtask on the Assessments tab of Manage Opportunities when the format is selected on that tab.