The documentation from version 39.5.17 of PLANTA project can be found in the new PLANTA Online Help.

DT812 Opportunity

DI029558 Opportunity

ID of the opportunity

New from DB 39.5.9

Details

DI029560 Created on

When you create a record, the creation date is automatically entered in this field.

DI029561 Changed on

When you modify a record, the modifying date is automatically entered in this field.

DI029563 Created by

When you create a record, the ID (code) of the logged-on user is automatically entered in this field.

The creating user is also the owner of a record.

DI029564 Changed by

When you modify a record, the ID (code) of the logged-on user is automatically entered in this field.

DI029570 Opportunity name

Name of the opportunity

Modifiable

DI029571 Category

Opportunity category

Values

  • Revenues
  • Quality
  • Customer loyalty

Modifiable

DI029572 Possible gross profit

Estimated monetary value of the gross profit which can occur as a result of the benefit of the resource

Modifiable

DI029583 Probable gross profit

The value calculated from the possible damage and the probability of its occurrence (possibly reduced by the measures) excluding the costs of open or completed measures. It is only calculated for opportunities with activated Active checkbox.

Calculation
{[((Probability + Relative opportunity increasing) * 0.01) * Possible gross profit ] - Relative measure costs}

Note

  • When calculating the probable gross profit, the measure increasing values are added up to the probability value, so that there can be a final probability value greater than 100%, and hence also a higher value in Probable gross profit compared to the Possible gross profit.

Examples

Possible gross profit Probability Opportunity increasing (measure) Measure costs Probable gross profit
Case 1: 10.000 50 % - - 5.000
Case 2: 10.000 50 % 20 % 1.000 6.000
Case 3: 10.000 50 % 60 % 500 10.500
Case 4: 10.000 50 % 20 %
40 %
1.000
1.000
9.000

DI029573 Probability

Probability of gross profit occurrence in percent

Modifiable

DI029574 Active

Parameter, indicating whether the opportunity is active

Values

  • Checked - The opportunity actually exists.
    • Active opportunities are
      • allowed for in the calculation of the probable gross profit.
      • displayed in the info board.
      • shown in the status report (with all measures).
  • Unchecked - Data is only used for documentation/preparation.

Note

DI029575 Linked file

In this field you can create a link to a file.

Insert file

  • Right-click on the Linked file field and select the Insert context menu command.
  • Click on the Search button in the Insert hyperlink window.
  • Select the required file and click on the Open button.
  • Confirm with OK.
  • Save.
Details
  • It is also possible to drag files from e.g. Window Explorer to the data field for documents using Drag & Drop.

DI029576 Item

DI029578 Description

Description of the opportunity. Unlike the name, a longer text can be entered here.

Modifiable

DI029579 Achieved on

Date on which the gross profit occurred.

Modifiable

DI029580 Completed on

Date on which the opportunity was completed.

Modifiable

DI029581 Actual gross profit summarized

Estimated monetary value of the gross profit which can occur as a result of the use of the resource

Modifiable

DI057762 Opportunity + opportunity name

New from DB 39.5.9

DI064064 Gross profit level

Parameter for the evaluation of the height of the monetary gross profit. The evaluation is done by three categories: low, medium, high. The value is used together with the Probability of occurrence value for the graphical evaluation in a matrix diagram.

Modifiable

DI064062 Probability of occurrence

Parameter for the evaluation of the height of the monetary gross profit. The evaluation is done by three categories: low, medium, high. The value is used together with the Gross profit level value for the graphical evaluation in a matrix diagram.

Modifiable

DI064063 Gross profit level name

Name for the gross profit level value. For description, see Gross profit level.

DI064061 Probability of occurrence name

Name for the probability of occurrence value. For description, see Gross profit level

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