Contents of the Configure Opportunity Settings Screen
Use the fields and options to configure the Configure Opportunity Settings screen.
Contents
Use the fields in this group box to set up how Costpoint should handle opportunity IDs.
Field | Description |
---|---|
Auto-assign Opportunity IDs | Select this check box to have Costpoint automatically assign an ID to any new opportunity record. |
Last Opportunity ID |
Enter the last opportunity ID used. You must enter a value in this field if you select the Auto-assign Opportunity IDs check box. This field defines the starting point for Costpoint-generated opportunity IDs. Costpoint uses this field to automatically number all opportunity IDs. You can use a combination of alphabetic characters and numbers for opportunity IDs, but Costpoint increments only the rightmost numeric value. Make sure you enter enough numeric digits at the end of the ID as this determines the number of opportunity IDs that Costpoint can generate/increment. You can enter up to 15 numeric digits in this field. |
Initial Stage to assign to new Opportunity records |
Enter, or click
When you select a stage code, the stage code description displays in the field to the right. |
GovWin IQ Login Account (Tenant ID) | Enter, or click
![]() |
Report Stored Parameters
Use the fields in this group box to specify parameters in viewing reports for opportunities.
Field | Description |
---|---|
Project Status Report |
Enter, or click
When you select a report parameter ID, the parameter description displays in the field to the right. |
Project Labor Summary Report |
Enter, or click
When you select a report parameter ID, the parameter description displays in the field to the right. |
Project Non-Labor Detail Report |
Enter, or click
When you select a report parameter ID, the parameter description displays in the field to the right. |
FY/Period/Subperiod Selection
Use this group box to specify the date to be used for viewing the reports.
Field | Description |
---|---|
Use Accounting Period Below |
Select this option to use the fiscal year/period/subperiod specified on this screen in the reports. When you select this option, the Fiscal Year, Period, and Subpd fields become required. The values in these fields are updated by the Update Project Status Report Tables application if the fiscal year, period, and subperiod selected in Update Project Status Report Tables are later than what exist in Configure Opportunity Settings, but can be modified. These values are updated only if the Use Accounting Period Below option is selected. |
Fiscal Year | Enter, or click
![]() |
Period | Enter, or click
![]() |
Subpd | Enter, or click
![]() |
Use FY/Period/Subperiod from stored parameters | Select this option to use the fiscal year/period/subperiod from the selected stored report parameter in the reports. |
Label Settings
Use this table window to view and/or modify labels of opportunity user-defined fields and mark these fields as required.
Field | Description |
---|---|
Field | This column displays the RFP Date and Label fields by default. You cannot modify this field. |
Label Name |
This column displays the label names of the opportunity date/text fields. Click the Show text entry popup icon to edit the value in this field, or enter "N/A" if not used. When you set this field to N/A, Costpoint automatically clears and disables the corresponding Required check box. Note: If you modify the label name(s) field, you need to run the Rebuild Global Settings application to make the changes visible on the Manage Opportunities screen. If you have the Manage Opportunities screen open before running Rebuild Global Settings, you need to close and relaunch Manage Opportunities to be able to see the changes.
|
Required | Select this check box to make this field required when the opportunity reaches a certain stage. |
As of Stage |
Enter, or click
You must enter or select a value in this field when you select the Required check box. If you do not select the Required check box, this field is disabled. |