Step 2. Click the Opportunity’s or Award’s Add To Pipeline button, then select the appropriate Pipeline in the dropdown list.
The Pursuit will be added to the Pipeline’s Triage Stage.
Step 3. Click Close or View Pursuit.
Once a Pursuit is created, it is important to add additional information on the Pursuit’s Detail tab and Related tab, as described further in this document.
Creating a Pursuit from Scratch
This method is useful when you already know the name of the:
Contract or Grant Opportunity that you wish to pursue
Award that you wish to pursue as a re-compete
Creating a Pursuit within a Pipeline Stage
To create a Pursuit from within a Pipeline Stage:
Step 1. Go to: Main Menu >> Pipelines, and click on the appropriate Pipeline.
Step 2. In the desired Stage of the Pipeline, click + Pursuit.
Since the Pipeline and Stage are already known, the Details tab is displayed by default.
Step 3. If you are creating the Pursuit from an Opportunity, click the Opportunities tab, and type to search either the Federal Contract Opportunities or Federal Grant Opportunities field. Click OK.
Step 4. If you are creating the Pursuit from an Award, click the Recompetes tab, and type to search either the Federal Contract Awards, Federal Contract IDV Awards, or Federal Grant Awards tab. Click OK.
Step 5. Complete fields in the Details tab and Related tab (described further in this document) to further define your Pursuit.
You can also edit the Pursuit at any time to add this information.
Step 6. Click OK.
Creating a Pursuit from the Pursuits Page
Most of the time, Pursuits found on your Pursuits page were created using one of the other methods described in this document. However, you can use this method to create new Pursuits directly from the Pursuits Page.
To create a Pursuit from the Pursuits Page:
Step 1. Go to: Main Menu >> Pursuits.
Step 2. Click the + icon (Add Pursuit) in the upper right corner of the page.
The Details Tab
The Details tab of the Add (or Edit) Pursuit popover allows you to enter key information about the opportunity you are pursuing.
Some of this information is auto-populated based on information from a linked Opportunity or Award (e.g., the title, the description, the due date), but can be edited to suit your needs.
It is highly recommended that you complete, and keep up to date, the following fields:
Win Probability: Your estimate of your percentage chance of winning the bid
Estimated Value: Your estimate of the award value for the bid
Due Date: Due date for the response. Usually filled in automatically by the Opportunity.
Estimated Award Date: Your estimate of when an award will be made.
These four values drive your Pipeline Performance stats. Though they are not required fields, keeping them up to date will allow you to better assess your current capture performance and forecast future performance.