Opportunity Status
Name Notes
1 - Entered User entered Opportunity but has not submitted for approval.
2 - Waiting for Approval Opportunity submitted for approval but not approved to start development.
3 - Open Opportunity approved and being worked on.
4 - Pending Opportunity on hold.This will take opportunity out of the sales funnel.
5 - Close Opportunity is Won or Lost but is no longer open.
Project Gates
Name Notes
Gate 1 - Opportunity Approval
Gate 2 - Product Development
Gate 3 - Customer Sample Approval
Gate 4 - Manufacturing & Quality Feasibility
Gate 5 - Pricing
Gate 6 - Commercialization
Sample Phases
Name Notes
1.0Sample Request Entry
2.0 Development
2.1Post Pilot Plant Dev
2.2Sample Shipping
2.3Sent to Pilot Plant
2.4Sample Shipped
2.5Information Complete
5.0Rejected
Supply Chain Status
Name Notes
Project Manager PM is working on pre submit.
Open Supply Chain Form waiting for approval
Pending One or more approvers are waiting for more information but nothing that will stop others from approving.
Rejected An approver has rejected the supply chain and this project cannot move forward.No one else can approve the supply chain in this status.PM would need to move back to gate 3 on project to reset the supply chain form and start the process over.
Approved All 4 approvers have approved the supply chain.