Bridge the gap between you and your business development by tracking your project opportunities in Bridgit Bench with Pursuit Tracking.
Table of Contents
- What are Pursuits in Bridgit Bench?
- Handling Opportunities and Awarded Projects
- How to Create an Opportunity
What are Pursuits in Bridgit Bench?
Pursuits are opportunities for potential projects. This feature allows the ability to add projects as an Opportunity and plan project teams without impacting the utilization or availability of their staff.
Pursuit Win Percentages track the likelihood of a pursuit project being awarded. The Win % field is only available when the project status is "Pursuit" and will automatically be nulled out when moved to "Awarded".
Learn more about reviewing Pursuits here.
If an opportunity is won, the project can be updated from Opportunity to Awarded. This will make the project live and will assume the current date-dependent status (ie. Active, Upcoming, Complete).
Opportunities can be updated to Project Lost or Delete Project with the icon.
Handling Opportunities and Awarded Projects
Note: Deleting a project removes all project data and is a permanent action and cannot be undone. Learn more about deleting projects here.
If a project is added as an opportunity, the project status will be “Pursuit”. If the opportunity is lost, the project status will appear as "Lost".
How to Create an Opportunity
Opportunities are created by selecting New Opportunity in the Add Project workflow or under the Type dropdown menu: