How To: Opportunity Capture Plan Form
A capture plan is more than a checklist — it’s a strategic tool designed to elevate how we pursue work. It’s built to spark meaningful discussion, challenge assumptions, and drive intentional actions that position us to win before the RFP drops.
By using this tool, it helps us think beyond the project itself, aligning our efforts to build stronger client relationships, influence outcomes, and leverage the full power of the Swinerton Brand and ecosystem. When used early and consistently, this approach sets us up for success by ensuring we lead with our core strengths and deliver smarter, more competitive solutions.
How to add a Capture Plan to an Opportunity?
Go to the Forms section in the Opportunity record.
Click + Add Form and select Opportunity Capture Plan.
Answer all relevant questions.
You can click Save & Finish Later at any time.
Once all questions are completed, click Submit to finalize the form.
After submission, the form cannot be edited. For flexibility, keep the form in progress until the RFP is received to make changes before final submission.
Forms Terminology:
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Status Indicator – Shows the current form status:
In Progress – Form is started but not submitted.
Submitted – Form is completed and submitted. Once submitted, a form cannot be modified further.
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Edit Mode & Preview Mode Toggle – Allows you to switch between Edit and Preview modes (available only when the form is In Progress):
Edit Mode – Allows you to enter details within the form.
Preview Mode – Displays a read-only version of the form. You can also download the form as a PDF.
Download PDF – In Preview Mode, click the Download PDF link to get a PDF version of the form.
Cancel – Closes the form without saving changes.
Save & Finish Later – Saves your progress without submitting.
Submit – Saves the form and moves it to a Submitted Status.
