Pipelines

A Pipeline is a set of steps, activities, or stages your business typically completes when working on a Government Capture. You can have multiple Pipelines if your business processes differ for different types of captures.

As you find Pursuits you would like to investigate and possibly pursue, add them to the appropriate Pipeline to begin working on them.

Related Articles: Pipeline, Pursuits and Triage Stage Overview Step 1: Create and Customize a Pipeline Step 2: Find and Add Pursuits to Your Pipeline Step 4: Monitor and Manage Your Pipeline

To access a Pipeline:

Go to: Main Menu >> Capture >> Pipelines, and select a Pipeline. (A Generic default "Pipeline" has been created for you for any GovTribe accounts created after 2022 so you will need to customize your pipeline, if your account was created prior to 2022, please refer to Step 1: Create and Customize a Pipeline.)

The following describes each section of the Pipeline page and its features and functionality:

Name: The name given to this pipeline.

Active Pursuits: How many active pursuits are present in this pipeline.

Probable Value: The total probable value of all active pursuits within this pipeline.

Estimated Value: The total estimated value of all active pursuits within this pipeline.

Updated: The most recent timestamp of a change that occured in this pipeline.

Participants: All users who have added pursuits, or have in some way interacted, with the pursuits in this pipeline.

Actions: Buttons that will allow you to edit, or delete, this pipeline.

Select the edit button (pencil and paper) to change the name, description, add tags, create a govtribe pipeline tempate, adminster restrictions so only certain users can view the data in said pipeline, and transfer the pipeline owner.

Select the delete button (trash can) to fully delete this pipeline an all of its data.