What are 'Opportunities' in Keka PSA

Effectively managing opportunities is vital for successful project management, and Keka PSA offers a robust set of tools to facilitate this process. By accurately monitoring potential projects, strategizing resource allocation, and evaluating win probabilities, organizations can improve their decision-making, maximize resource efficiency, and be more equipped to tackle intricate projects.

Let's delve into the functionalities of the Opportunity feature:

**Tracking Potential Projects:**

At the heart of the Opportunity feature is the concept of tracking potential projects. An opportunity signifies a possible project that your organization may pursue for a client. By systematically documenting these opportunities, you gain a clear perspective on upcoming projects currently under discussion. This enables you to evaluate their feasibility and prepare adequately in advance.

**Opportunity Timeline Projections:**

One of the key benefits of the Opportunities feature is its support for resource allocation planning. By assigning provisional start and end dates to each opportunity, you acquire insights into future project timelines. This foresight allows you to assess the availability and capacity of your resources, ensuring a balanced workload distribution and helping to avoid resource bottlenecks.

**Opportunity Stages:**

The Opportunity Stages functionality allows you to categorize opportunities based on the progress of discussions. You can choose from a predefined list of options to indicate the current stage of each opportunity. This categorization provides a clearer understanding of upcoming projects and their timelines, enabling proactive planning regarding technical and resource requirements.

To explore how to manage Opportunity Settings in Keka effectively, please click here: Managing opportunity settings