Stage | Opportunity Status | Description |
01-Qualified Lead |
Open |
Lead that has been converted to a viable Opportunity. |
02-Go/P-Code |
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 |
Statement of Qualifications Submitted, 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 |
Pending | 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 reports. |
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 | This stage is used to initiate Conversion of the opportunity to a Job In Progress in CMiC. This will also auto convert the opportunity to a project record in Cosential and indicate the revenues are in the WIP for Business Plans. |
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 |
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. |
Opportunity Stages and Use
Modified on: Wed, Sep 23, 2020 12:34 PM
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