Move or copy an opportunity to a different initiative
Moving or copying enables you to easily duplicate any opportunity and attach it to a different initiative while keeping all the attachments, emails, and the opportunity description, in order to evaluate this opportunity from different angles.
Duplicating opportunities in several initiatives can be useful in the following example: When initiatives are therapeutic areas of focus for your company, an opportunity could be evaluated in parallel for different initiatives, potentially with different results, as the chances of success of an asset could be estimated higher for one disease than for another. It's common for early-stage projects to be considered from different angles.
You have two options:
- Move the opportunity: The existing opportunity will be removed from the first initiative and transferred to the second initiative.
- Copy the opportunity: You'll keep the existing opportunity in the first initiative while creating a duplicate in a second initiative.
You can copy an opportunity even if you're not the opportunity owner. In both cases, you'll become the new opportunity owner as you performed the duplication of the opportunity.
You need to have a Manager role to move or copy an opportunity.
To move an opportunity, click the ellipsis icon, either directly in the master list of opportunities, or at the top right of the opportunity overview.
The pop-up below will appear. Select the destination initiative.
- For opportunities in the first two stages of the workflow - by default, named Identification and Triage, the move to any initiative is possible, no matter their asset type (Pharma, Technology, Consumer Health, or Organization).
For opportunities in the later stages of the workflow (after the opportunity type has been selected), you can move the opportunity to other initiatives with any asset type (Pharma, Technology, Consumer Health, or Organization) but this initiative must contain at least one opportunity with the same opportunity type (e.g. In-licensing, Out-Licensing, etc...).
In both cases, all the initiatives available appear in the drop-down menu with their asset type.
If you move the opportunity to an initiative with a different asset type, a message will appear to warn you that all classification field information will be lost.
Apart from that, all elements of the opportunity will remain: workflow stage and status, comments, tasks, attachments, etc.
You can easily move an opportunity back to its initial initiative by performing the same action oppositely.
If your Inpart Deal instance is connected to Inova Classic - thus you have a simplified three-stage workflow, you can't move an opportunity that's in the Accepted stage. A disabled button and a tooltip will warn you about it.
IMPORTANT: You can copy an opportunity into the same initiative.
Open the opportunity that you intend to copy, click the ellipsis icon at the top right of the opportunity overview, and select Copy.
To copy an opportunity, you'll need to:
- Mandatory: Select the destination initiative in the list suggested. Only initiatives with the same asset type (Pharma asset, Technology, Consumer health asset, Organization) will be suggested.
- Mandatory: Keep or update the opportunity title.
- Keep or edit the tags associated with the opportunity. This step enables you to classify the opportunity differently in the new initiative segmentation or tagging guidelines.
- By default, the files, emails, publications, and links will be copied, but you can choose not to by unchecking the boxes.
The evaluation process of the newly created opportunity will start from the second stage of the workflow (by default, Pre-CDA Review). The comments, reason for decline or on hold, or the next steps associated with the initial opportunity will be erased in the newly generated opportunity to allow you to start the evaluation process from scratch.