What I Need to Know: Opportunity Stage Use & Lifecycle

Stage Opportunity Status Description 01-Qualified Lead
Open
Lead that has been converted to a viable Opportunity.
02-Go/Bid Job #
Open
Allocating Resources to the Project/Pursuit
03-RFQ Received/In-House
Open
Request for Qualifications received
04-SOQ Submitted
Open
Statement of Qualifications Submitted, and awaiting next step.
05-Short Listed/Awaiting RFP
Open
Notified that we were shortlisted but haven't received the RFP yet and awaiting next step.
06-RFP Received/In-House
Open
Received the RFP and working on the proposal.
07-Proposal Submitted
Open
The proposal has been submitted and waiting notification of interview or additional client feedback.
08-Interview Stage
Open
Received notification of participation in the interview and are prepping for the Interview.
09-Awaiting Decision
Open
Waiting for Client to Make Award Decision
10a-Sale Pending
Open Where we are notified we are selected for award however, we have a low level of confidence the project will move forward. These projects and revenue are not included in Division sales but are included in the marketing portion of business plans.
10b-Sale Closed (Preliminary Award)
Closed/Won Notified we are selected for award and we have a high level of confidence the project will move forward. These projects and revenues are included in Division sales reports and as Preliminary Awards in your Business Plan.
10c-Sale Closed (Converted to JIP)
Closed/Won Indicates the opportunity is now a JIP in CMiC. Never manually select this stage (aside from change order opportunities) as the system auto converts to this stage when moving the opportunity to a Job In Progress. The system will revert opportunity stages to 10b when attempting to manually select this stage and/or there is no corresponding JIP in CMiC.
11-Lost
Closed/Lost Opportunity has been won by another firm.
12-On Owner Hold
Open
Owner put Project or evaluation of Proposals on Hold. Can be at any point in Opportunity Process Pre or Post Award
13-Owner Cancelled
Closed Owner cancelled the project or never invited us to bid on the project.
14-No-Go
Closed
Swinerton decided not to pursue the project
15-On Call Closed
Closed
This is the default stage when an On-Call Opportunity expiration date has passed. The system will close the Master On-Call Opportunity and change the stage to this stage.
16-General Prequal Closed Closed This stage should be used only for tracking general or annual prequalifications that are NOT tied to a specific pursuit. When this stage is selected, the opportunity will be closed. For more information about the process, review the process here.
DELETE-Duplicate Opportunity
Pending Designation for duplicate opportunities that need to be deleted only. Not to be used for anything else. Use the time-stamped notes to identify the duplicated opportunity with either the URL or the opportunity name and number.

FOR HIGHER DEFINITION OF THE WORKFLOW BELOW, OPEN THE PDF ATTACHMENT.