Project Management - Opportunity Integration Real Time

Description

Analyze real-time information to analyze specific project opportunity details such as status, win probability percentage, deal amounts, and weighted labor bill and cost amounts. View real-time information through opportunity related project metrics using dimensions such as opportunity, project, and time.

Business Questions

This subject area can answer the following business questions:

• What the deal and weight labor bill amounts on a project?

• Which are the projects for this opportunity?

• How many projects in the pipeline for each customer?

• What's the weighted (adjusted) revenue for all projects under this branch of the enterprise project structure?

• How much did it cost to pursue this deal?

• What are the win probabilities for opportunities on a project?

Job Roles

The following job roles secure access to this subject area:

• Project Execution

Duty Roles

The following duty roles secure access to this subject area:

• Project Planning Transaction Analysis Duty

Primary Navigation

Navigator > Projects > Project Management > Manage Project Plan

Time Reporting

This subject area reports historical data.

Time dimension is linked to Project Plan Start Date.

Transactional Grain

Not available

Special Considerations

Requires integration with CRM (configuration using App Composer).