Move or copy an opportunity to another 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.

Overview

Plan availability: Essential/Advanced
Required user role: Manager

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:

1. Move the opportunity: The existing opportunity will be removed from the first initiative and transferred to the second initiative. 
2. 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.

Move opportunities

Scenarios depending on the access level of the opportunity

As a reminder, here are the different scenarios taking into account the double level of access control for both initiatives and opportunities:

1. Public initiative & Public opportunity
   Both the initiative and opportunity are visible to all users of your Deal platform.
   
   
2. Public initiative & Private opportunity
   The initiative is visible to all users, but the opportunity is only visible to allowed users at the opportunity level.
   
   
3. Private initiative & Public opportunity (open opportunity)
   The initiative is only visible to allowed users at the initiative level, and the opportunity is visible to those same users.
   
   
4. Private initiative & Private opportunity
   Both the initiative and the opportunity are only visible to allowed users at each level.

Moving a public opportunity:

• To a public initiative: The opportunity remains visible to all users of your Deal platform.
• To a private initiative: The opportunity remains public ("open") but only visible to allowed users at the initiative level.

Moving an open opportunity:

• To a public initiative: The opportunity is now visible to all users of your Deal platform.
• To a private initiative: The opportunity remains open, but only visible to allowed users at the initiative level.

Moving a private opportunity:

• To a public initiative: The opportunity remains private and visible only to allowed users at the opportunity level.
• To a private initiative: The opportunity remains private, but only the owner will keep the access, all formerly allowed users at the opportunity level will lose their access as it might not match their level of access at the initiative level. One of the initiative owners will need to grant access at the initiative level to those users to add them to the private opportunity again.

Moving the opportunity

Only the opportunity owner can move the opportunity, and users with lower access roles (Full access or Can access) cannot move it.

To move an opportunity, click the more option button, either directly in the opportunity hub 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) if the asset type of this initiative has been selected for the corresponding opportunity type of the opportunity, on the Administration page.
  

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.

If you move a private opportunity to a private initiative, the following message will appear to inform you that all users with access to the opportunity will lose their access, except for yourself, the owner. One of the initiative owners will need to grant access at the initiative level to those users to add them to the private opportunity again.

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.

Special case

If your Inpart Deal instance is connected to Inpart 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.

Copy opportunities

Note: You can copy an opportunity into the same initiative.

Open the opportunity that you intend to copy, click the more options button 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.

If the opportunity copied was a private opportunity, the allowed users lose their access and the opportunity becomes either public (in a public initiative) or open (in a private initiative).