Work with opportunities

Find opportunities, read and edit an opportunity, follow and vote, build its team, attach documents, discuss it, and link, mark or merge duplicates.

Find opportunities# Opportunities ▸ All opportunities lists every opportunity you can see. My opportunities shows those you submitted, own or work on as part of the team; Following shows those you follow (marked with a star). Search opportunities to find them by their text. Filters narrows by Benefit (drifting), Stage, Status, Type, Priority, Business unit, Category, Region and Archived. Columns chooses the columns, including Score, Forecast ROI and Ease when you have assessment or analytics access. No grouping ▸ Group by … shows counts per phase, status, priority, type, category, business unit, department or region; select a group to show only it. Views saves the current filters, columns and sort as a view. A view can be shared with everyone if you hold launchpad_configuration edit. Export CSV downloads the list as you see it. Select rows to act on several at once: set the priority, category or business unit, follow them, or archive (or restore) them. Read an opportunity# Select an opportunity to open it. The header shows the phase and status, priority, types, the ease band and evidence badges, and the actions you may use. Tab Shows Overview The description, process profile, expected benefits, custom fields, details (owners, submitter, revision) and related opportunities. Assessment Scores and assessment questions. See Assess and score. Business case Forecast ROI, payback, NPV, priority and costs. Benefits Measured benefit of the linked automation. See Portfolio and benefits. Documents Attached files by category. Team Owners and collaborators. Activity Discussion and the change history. Edit an opportunity# Select Edit. The Overview tab becomes a form with all fields of the submission. Change what you need and select Save changes. If someone saved the opportunity after you opened it, you are told so and can reload the latest version. Changing the volume, handling time, manual effort, exception or error rate creates a new evidence version; see Assess and score. Follow and vote# Follow adds the opportunity to your Following list and notifies you about its comments and status changes. Select Following to stop. Vote shows your support; the count is shown as Vote · 3. You can't vote for a draft or for an opportunity you submitted. Votes add a small weight to the priority score. Build the team# On the Team tab, Owners lists the submitter, business owner and process owner. Under Team: Choose the Person and their Role. Roles marked (view only) can't edit the opportunity. Select Add. Team members reach the opportunity even without a Launchpad role. Select the bin icon to remove someone. Attach documents# On the Documents tab, choose a Category, add a Description and select Upload. Uploading a file with the same name again adds a new version. Select a file name to download it; All categories filters the list. Discuss an opportunity# On the Activity tab, write in Discussion and select Post. Type @ and a name to mention someone; they are notified under My work ▸ Mentions. Select Reply to answer a comment. The Activity card next to it lists every change. Related opportunities, duplicates and merges# The Related opportunities card on the Overview tab lists links to other opportunities and Possible duplicates that Launchpad found, each with its similarity. From there, or from ⋯ (More actions) in the header: Action What happens Link related… Links two opportunities as related. Mark as duplicate… (or Mark duplicate) Records this opportunity as a duplicate of another. Merge into… (or Merge…) Moves this opportunity into the chosen one and closes it as Merged. It stays read-only for traceability. To merge: Open the duplicate, select ⋯ ▸ Merge into…. Search for and select the opportunity to keep. Select Merge. The kept opportunity shows Merged from in its related opportunities. Hold, reject, archive and delete# Action Where What happens Put on hold / Resume Header Pauses an opportunity in progress; it can't move while on hold. Reject… ⋯ Closes the opportunity as Rejected with a required Reason. Reopen puts it back in progress in the phase it was rejected in. Archive / Restore ⋯ Makes it read-only and removes it from the active lists. Find it again with Filters ▸ Archived. Delete ⋯ Removes the opportunity, its comments and documents. This cannot be undone. Needs launchpad_opportunities delete. Next steps# Assess and score Move through the lifecycle

Find opportunities

Read an opportunity

Edit an opportunity

Follow and vote

Build the team

Attach documents

Discuss an opportunity

Related opportunities, duplicates and merges

Hold, reject, archive and delete

Next steps