Opportunities

Navigate to Opportunities

Select Create

Fill in the required information

Select Add to complete or Cancel to exit without saving changes. 

Select an action

• Edit: Update opportunity information.
• Delete: Permanently remove the opportunity from the system.
• Duplicate: Create a copy of the opportunity to use as the basis for a new opportunity record.

Confirm the action

Select the PWin icon

Select a stage

Select a question package

Select Edit

Fill in the required information

Select Save to update results or Cancel to exit without saving changes.  

Select an Opportunity

Select Stage 0

Select Charge Code

Fill in the required information

Select Submit to complete or Cancel to exit without saving changes. 

Select the Activity tab

Select a action

• Log a Call: Record a phone call related to the opportunity.
• New Task: Create a follow-up task for the opportunity.
• New Event: Note a meeting or event for the opportunity.

Confirm the action

Select Add Note

Fill in the required information

Select Add to complete or Cancel to exit without saving changes. 

Select the Documents tab

Select Add

Select Folder or Document

Fill in the required information

Select a Stage

Select Edit

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

Select Stage 2

Select Details

Select Agreements

Select Potential Partners

Select Add Partner

Select partner(s)

Confirm the action

Select Save to complete or Cancel to exit without saving changes. 

Select the ellipsis on a potential partner

Select an action

• Request Account Creation: Submit a request to create a new partner account.
• Request NDA: Submit a request to create a Non-Disclosure Agreement (NDA).
• Request TA: Submit a request to create a Teaming Agreement (TA).
• Delete: Remove from Potential Partners list

Fill in the required information

Select Resources

Select Assign

Select a team member and role

Select Add to confirm.

Confirm the action

Select Save to complete or Cancel to exit without saving changes. 

Select Stage 3

Select Details

Select Task Order

Select Associate Task Order

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

Select Add

Select a document type

Fill in the required information

Select Stage 4

Select Supplies & Services/POP

Select Add

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

Select Supplies & Services/CLIN

Select an action

• Add CLIN: Create a new Contract Line Item Number (CLIN) and define its associated contract information.
• Assign CLIN: Associate an existing CLIN with the selected Period of Performance (POP).

Confirm the action

Select Supplies & Services/LCAT

Select an action

• Add LCAT: Create a new Labor Category (LCAT) and define its associated labor classification information.
• Assign LCAT: Associate an existing Labor Category (LCAT) with the selected Contract Line Item Number (CLIN) or contract record.
• Assign Contingent: Assign contingent personnel to the selected Labor Category (LCAT) for contract planning or staffing.

Select Submit

Select Recruitment

Select Checklist

Select Add

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

Select an action

• History: Open the change log. 
• Edit: Modify the task.
• Delete: Remove task from the checklist.

Completed tasks cannot be deleted.

Confirm the action.

Select Checklist

Select Edit

Update all tasks statuses to Completed

Once all tasks are marked as complete, the Opportunity will progress to the next stage.

Select the override icon

Tasks that have already been marked as Completed will remain Completed.