1. Pipeline New Opportunity Navigation Guide


New Opportunity is a new project or initiative that needs to be analysed and assessed. The review will look at information such as the estimated cost/time of the effort and the potential benefit of completing the project. It is important to provide as much information that is needed/ known for an accurate review. 


To launch Pipeline 'New Opportunity' page:
  1. Click for instructions on how to locate the pipeline dashboard based on project status (e.g. Opportunity, Planning Project or Execution Project).
  2. Select the ‘New Opportunity’ project from the data table list.

 

 

To access Budget Home Page view or update access must be granted. 

 


1.1 Download CSV or PDF


Within the 'All Projects Dashboard' page and ‘Opportunity’ projects are selected, go to the ‘Download’ icon.
Once done, select a file format to download: ‘Download CSV’ or ‘Download PDF'.


 


1.2 Filter New Opportunity Projects


You can filter list of New Opportunity Projects to display with options like 'Project Type', 'Department', 'Category', and 'Project Sponsor'.


You can select one or more filters. Once the desired filters are configured, the Project List will display only the projects that match the selected filter criteria.


1.2.1 Filter New Opportunity by Project Type


In the ‘Filters’ section. click the ‘Project Type’ dropdown menu. Once done, choose a project type you want to display.
To display projects with all project types, select ‘All’.




1.2.2 Filter New Opportunity by Department


In the ‘Filters’ section. click the ‘Department’ dropdown menu. Once done, choose a Department you want to display.
To display projects with all Departments, select ‘All’.




1.2.3 Filter New Opportunity by Category


In the ‘Filters’ section. click the ‘Category’ dropdown menu. Once done, choose a Category you want to display.
To display projects with all Categories, select ‘All’.




1.2.4 Filter New Opportunity by Project Sponsor


In the ‘Filters’ section. click the ‘Project Sponsor’ dropdown menu. Once done, choose a Project Sponsor you want to display.
To display projects with all Project Sponsors, select ‘All’.




1.3 Search a New Opportunity Project


Within the 'All Projects Dashboard' page and ‘Opportunity’ projects are selected, go to ‘Search’ field and type in the name of ‘Opportunity Project’.


Once done, click the ‘Magnifying Glass’ icon or press ENTER.