Opportunity

Revenue

Reporting

Probability

Progression

Created date Opportunity Number Customer Contracting Party Customer Ref

Estimated Total Revenue

Country

Sales Stage % Go Opportunity Date

Region % Get Estimated Petrofac Revenue Delivery Country % Go/Get Delivery Region Probability Adjusted Revenue

Prequal/ Diagnosis date Proposal Date

Bid Date

Opportunity Title
Description/ Workscope Est Duration

% Net Income

Award Date

MR

Sub Stage

Status

Net Income
Submission Date BRRC

Probability Adjusted Net Income

Won/ Lost date

Fields for PTS Form

Fields for PTS form as above forming upper applet in New opportunity view Service line LOVs below in a separate applet or default visible tab so completion here is obviously required. Service Line Drop down list ERCM Service Drop down list related to Service Line Emergency response Crisis management Emergency Response Service centre Oil Spill Response Major Emergency Management Contingency Planning Business Continuity HSE Survival Fire TMS Marne Operations and Maintenance Technician Training Behavioural Safety Training Construction Skills training Professional Development training Training Needs Analysis CMS SkillsXP Training Skids Est Rev Local Currency Exchange rate Estimated Total Revenue (USD)

Safety Training

Technical Training

Competency Solutions

2) Have attached a sample look of the new PTS Opty form. Noted In the Progression box is there room for column 1 to show Sales Stage/Sub Stage/Status/Won-Lost Date, and column 2 to show Opportunity Date/PreQualDiagnosis Date/Proposal Date/Bid Date/Award date This keeps all the standard sales stages dates together in one column.

3) Also send us the mandatory fields list under the New PTS Opty form. Name Sales Stage - %Go - %Get Delivery Country 4) Regarding Service Line mandate options, will try to expose the service Line in the PTS Opty Form itself and mark it as mandatory for user to capture the Service Lines(for ex., as we have Addresses being captured for a Contact under Contact Form). This is good - thanks

5) Under Service Line, any mandatory fields that you are looking for? Service Line Service Est Revenue Local currency Xrate (Estimated $ Revenue is a calculated field)

6) Values available under Services vs Service Line are fixed as per the given list, in no point of time user can key in any other values into it runtime. If any changes to the values to be treated as a LOV change and can be taken care with a prior intimation. Correct

7) From Bobs mail For the service line/service/revenue applet will this be totalled automatically and populate the main field Estimated Total Revenue ? Yes Please fine with this, but will need clarity on both the revenue fields at Opportunity level and Service line level. When we have two revenues, one from Opportunity and other from Service level which one to win? Or to total both? Or ? I say Revenue only entered via service line etc When the revenue is null initially at Opportunity level, once Service Line Rev is entered for that Opportunity. Estimated Total Revenue is summed at the Service Line level and it is updated at Opportunity level. Yes This is how I foresee it working This level does user wishes to change the revenue at the Opportunity level directly? User should not be able to change revenue at opportunity level or they may then skip the Service/Service line inputs.