In this video, you’ll learn how to explore and manage everything inside an Opportunity Card in ProjectMark. This includes:
- Editing core opportunity details
- Understanding project value and weighted value
- Managing owners, due dates, and priorities
- Navigating and customizing tabs (Overview, Financial, Contacts, Team Planning, Tasks, and Files)
- Adding custom fields and sections for specific needs
- Tracking contacts, companies, and team assignments
- Managing tasks, documents, and activities linked to each pursuit
Use this guide to get the most from your Opportunity Cards—keep your data organized, track every detail, and make sure your team always has the right information at the right time.
FAQ Section
Q: What’s the difference between project value and weighted value?
A: Project value comes directly from the project’s total value field, while weighted value is automatically calculated using the project’s probability and your win probability.
Q: How do project and win probabilities work?
A: Project probability reflects how likely the project is to move forward in general, while win probability shows your firm’s specific chance of winning the job.
Q: Can I customize which tabs appear in the Opportunity Card?
A: Yes. You can add or remove tabs under Manage Sections for individual opportunities, or adjust them globally under Settings → Opportunity Field Templates.
Q: What happens when I edit tabs from Settings?
A: Changes made in Settings affect all Opportunity Cards across your workspace, ensuring consistent data and structure for your entire team.
Q: How can I keep data consistent across opportunities?
A: Use dropdowns or tags instead of free text fields to avoid duplicates (like “L.A.” and “Los Angeles”) and maintain clean, standardized data.
Q: What’s the purpose of the Financial tab?
A: The Financial tab stores cost and profit data for the opportunity. Any field tagged as a Project Value Modifier automatically updates your total project value.
Q: How do I add or manage contacts and companies for an opportunity?
A: Go to the Contacts tab within the card, then search for existing records or create new ones. You can also assign each contact a project role for clarity.
Q: What can I track in the expanded view of an Opportunity Card?
A: The expanded view shows an activity panel with emails, meetings, notes, tasks, and proposals—plus a side reference to all associated contacts and companies.
Q: Can I view past activities for a specific date range?
A: Yes. Use the calendar icon in the activity panel to filter actions by date range and view changes within your chosen timeframe.
Q: What’s the best way to keep my Opportunity Cards organized?
A: Customize your tabs and fields in Settings, use consistent terminology, and regularly update your card data so everyone works from the same information.
