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.