Contents of the Manage Opportunity Win/Bid Probabilities Screen
Use the fields and options to configure the Manage Opportunity Win/Bid Probabilities screen.
Table Window
Use this table window to view and/or enter opportunity win/bid probabilities. Click New to add a new line.
| Field | Description |
|---|---|
| Probability Percent | Enter a valid probability percentage for bidding on or winning an opportunity. This field allows whole numbers only and values in the range of 0 to 100. |
| Opportunity Win/Bid Probability Code |
Enter a code for a specific probability to be used for win and/or bid estimation. There are four Costpoint-defined probability codes that display automatically in this field. You cannot modify or delete these codes. Costpoint-defined codes are as follows:
For user-defined codes, once the code is assigned to an opportunity, you will not be able to delete it on this screen. |
| Opportunity Win/Bid Probability Description | Enter a description for new probability codes. For existing codes, you can modify this field for both user- and system-defined probability codes. |
| Show in Lookup |
This check box is selected by default for both user- and system-defined opportunity probability codes, but you can modify it. Keep it selected to display the probability code in the lookup of the Win Probability field on the Manage Opportunities screen. Only those codes that are available in the lookup can be used for new records in Manage Opportunities. If you clear this check box for a code that was already used in an existing record in Manage Opportunities, you will still be able to save that record as long as you do not replace the opportunity probability code for that record. |
| Source | This field displays System (system-defined code) or User (user-defined code). You cannot modify this field. |