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June 2022 Forum: Opp Updates, Staff Team, Pipeline View, Opp Lifecycle

Modified on: Tue, Feb 6 2024 7:53 AM

The June 2022 Webinar Forum covers the following topics: 

  1. Recent Field Updates in Opportunities Module (00:10)
    1. Comments and Next Action Fields > merging to Time-Stamped Notes
    2. How to create Time-Stamped Notes
    3. Pre-Construction/Design Start and End Date Fields > turned off
  2. Opportunity Staff Team Updates (05:45)
    1. Identify Proposed Staff Team Members
    2. *Staff Needed* personnel record added for resource planning
    3. Report template for resource planning
    4. Staff added in Opportunities roll over into Projects module
  3. My Pipeline View in Opportunity Grid (15:55)
    1. Focuses on your own Opportunities 
  4. Opportunity Lifecycle Fields (18:00)
    1. Owned by project team
    2. Required for resource allocation (e.g., Marketing for proposals)
    3. Dates affect Dashboard widgets
    4. Automated fields for data analytics
  5. Planned Future Integrations and Power BI Data Initiative (22:55)  
    1. Digital Asset Management tool 
    2. Email Marketing Campaign tool 
    3. LaborChart and resources within pursuits
    4. Workday Phase II
    5. Power BI dashboards for Opportunities, Revenue, and Business Planning data
  6. Q&A (29:28) 
    1. How to add a time-stamped notes column in the Opportunity grid? (30:02)
    2. How do I handle adding an Architect Reference on a Project record if the Architect Contact and Company record is not yet in the database? (31:20)
    3. Best practice with miscellaneous descriptions (e.g., Consultant Team Contacts, Personnel Resumes) within the Project Module (33:28)
    4. Personnel Module - aggregated projects in the Performance Summary tab (36:48)
    5. What is the specific project name (e.g., SPD) designations within sub-projects? (41:58)
    6. Are sub-projects considered "Self-perform to Self" projects? How do you identify and associate various sub-projects to the main GC project? (44:40)
    7. Opportunity Project Address updates & Verify Address feature (50:10)
    8. Using Verify Address feature to validate Project Address and eliminate red flag symbols (e.g., apostrophes) (52:02)
    9. Company Record - Confidential/NDA field merge & Project Report results when answering "Yes" (54:09)



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