Step 1: Arrive at the Project Details page of your Pipeline project.
You now have two options:
- Win the project in its entirety (i.e. when the client signs-off all of the Fee Stages).
- Part-Win the project (i.e. when the client signs-off only some of the Fee Stages).
To win the project in its entirety:
Step 1: Click the We’ve Won the Project button on the right-hand panel.
NOTE: The Convert Potential pop-out box will appear, asking: 'Are you sure you want to convert this potential to a project?'
Step 2: Click Yes and CMAP will automatically transfer the Potential into the Projects area in its entirety.
To Part-Win the project:
Step 1: Click the three horizontal lines laid icon next to the We’ve Won the Project button.
Step 2: Click the Part Win this Project button.
NOTE: A Part Win this Project pop-out window will appear. This window lists all the individual Fee Stages of the project, each with a tick box.
Step 3: Tick the Fee Stages you wish to convert to a Live project and leave the Fee Stages you want to retain in the Pipeline un-ticked.
Step 4: Once happy, click Part Win this Project and CMAP will convert the select Fee Stages to live.
NOTE: Part-Winning ensures only the Fees associated to the Won Fee Stages are carried over, with the rest being retained in the Pipeline for accurate financial reporting.
NOTE: As and when other Fee Stages get signed-off, simply repeat the above.