June 2022 Forum: Opp Updates, Staff Team, Pipeline View, Opp Lifecycle
Modified on: Tue, Feb 6 2024 7:53 AMThe June 2022 Webinar Forum covers the following topics:
- Recent Field Updates in Opportunities Module (00:10)
- Comments and Next Action Fields > merging to Time-Stamped Notes
- How to create Time-Stamped Notes
- Pre-Construction/Design Start and End Date Fields > turned off
- Opportunity Staff Team Updates (05:45)
- Identify Proposed Staff Team Members
- *Staff Needed* personnel record added for resource planning
- Report template for resource planning
- Staff added in Opportunities roll over into Projects module
- My Pipeline View in Opportunity Grid (15:55)
- Focuses on your own Opportunities
- Opportunity Lifecycle Fields (18:00)
- Owned by project team
- Required for resource allocation (e.g., Marketing for proposals)
- Dates affect Dashboard widgets
- Automated fields for data analytics
- Planned Future Integrations and Power BI Data Initiative (22:55)
- Digital Asset Management tool
- Email Marketing Campaign tool
- LaborChart and resources within pursuits
- Workday Phase II
- Power BI dashboards for Opportunities, Revenue, and Business Planning data
- Q&A (29:28)
- How to add a time-stamped notes column in the Opportunity grid? (30:02)
- 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)
- Best practice with miscellaneous descriptions (e.g., Consultant Team Contacts, Personnel Resumes) within the Project Module (33:28)
- Personnel Module - aggregated projects in the Performance Summary tab (36:48)
- What is the specific project name (e.g., SPD) designations within sub-projects? (41:58)
- 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)
- Opportunity Project Address updates & Verify Address feature (50:10)
- Using Verify Address feature to validate Project Address and eliminate red flag symbols (e.g., apostrophes) (52:02)
- Company Record - Confidential/NDA field merge & Project Report results when answering "Yes" (54:09)