Depending on its current status, an opportunity can only be moved to specific other statuses, and to move to another status, information must be added to the opportunity.
This step is just to ensure that the relevant information has been inputted for the opportunity's current status.
The table below states what input fields are required for each status shown.
Yes, the field is mandatory for the Opportunity to be a particular status.
No – It's optional for the opportunity to be in that status, but it's always good practice to fill it in.
N/A - The Actual Savings and Actual Costs fields are only available to input a value when moving an opportunity into a "Realised" state.
Opportunity Fields/Status | Idea | Qualified Idea | In Progress | Realised | On Hold | Abandoned |
Name | Yes | Yes | Yes | Yes | Yes | Yes |
Site | Yes | Yes | Yes | Yes | Yes | Yes |
Ranking | Yes | Yes | Yes | Yes | Yes | Yes |
Resource | No | No | No | No | No | No |
Assignee | No | No | Yes | Yes | No | No |
Description | No | No | No | No | No | No |
Start Date | No | No | Yes | Yes | No | No |
Target Date | No | No | Yes | Yes | No | No |
Estimated Resource Savings | No | Yes | Yes | Yes | No | No |
Estimated Carbon Savings | No | Yes | Yes | Yes | No | No |
Estimated Resource Cost Savings | No | Yes | Yes | Yes | No | No |
Estimated Carbon Cost Savings | No | No | No | No | No | No |
Estimated CapEx | No | No | Yes | Yes | No | No |
Actual Resource Savings | N/A | N/A | N/A | Yes | No | No |
Actual Carbon Savings | N/A | N/A | N/A | Yes | No | No |
Actual Resource Cost Savings | N/A | N/A | N/A | Yes | No | No |
Actual Carbon Cost Savings |
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Actual CapEx | N/A | N/A | N/A | Yes | No | No |
When a user clicks the "Transition Status" button, a modal window appears in the UI. It displays all of the fields required to move the opportunity to the selected status.
If the user has already completed the field, it will still appear in the modal but will show the value previously inputted.
Once all required fields have been completed, the user can save the opportunity with the new status.