Opportunities is a core Zone in Metis where you can come to see all of the business's opportunities and their details, including value, stage and expected close date.
You can also edit the opportunities from this page if anything changes during the opportunity lifecycle, and allocate provisional resource to them.
This article contains:
- What will I see on the Opportunities page?
- How do I add a new opportunity?
- How can I edit an existing opportunity's details?
- How can I add provisional resources to an opportunity?
What will I see on the Opportunities page?
On this page you'll see:
1. The Add new Opportunity button
2. Filters to sort/search the Opportunities list
3. The Opportunities list
4. An Export icon to save this list as a csv file
How do I add a new opportunity?
See the article on how to add an opportunity here.
How can I edit an existing opportunity's details?
From the Opportunities list page, click the Opportunity's name or the Eye Icon.
Then, click Edit in the top right hand corner.
Click to see in more detail how to edit an opportunity.
How can I add provisional resources to an opportunity?
To add resource to an opportunity, navigate to the Budget tab.
At the bottom of the page you'll see the Resource Plan. You can add people to the resource plan in much the same way you can on a job, with the difference that you are booking provisional resource on an opportunity, which will only be confirmed once the opportunity is Closed Won and has been converted into a job.
Click to see how to add people to a resource plan.
Didn't find what you need in this article? You can submit a support ticket or send an email to support@getmetis.com.