Overview:
Opportunities are a snapshot of a possible building enhancement. Opportunities are selected and managed from the Services section in Trane Cloud. An Opportunity is linked to one or more Findings. A building, system or specific piece of equipment in scope is selected on the Opportunity. The Opportunity includes data information to support the business case for change.
Use Cases:
An Opportunity is a summary of a high-level scope of work for a building enhancement. The Opportunity includes building data information to support the business case for change. Opportunities are managed and used by Trane and building stakeholders.
Findings related to the Opportunity are linked in the Opportunity. There can be more than one Finding linked to an Opportunity. This provides traceability of where the Opportunity originated.
User Access:
When an Opportunity is initially created, the visibility is limited to Trane with a Not Visible status.
As details are added or refined in the Opportunity, the visibility of the Opportunity can be changed to Visible so that end users can see the Opportunity.
Access to Opportunities is included in the base license offering and is located under the Services tab.
How It Works
Creating an Opportunity
1. Select the plus icon at the bottom of the screen then click on the Create Opportunity icon that appears.
2. Select Click to Add Title to update the new Opportunity with a brief description. The default visibility setting is Not Visible. Opportunities start as Not Visible and can only be seen by Trane employees.
3. Review the Opportunity Priority selection (options are visible below). The Priority selection is based on the urgency of the Opportunity. Not Prioritized is the default value for a new Opportunity.
4. Review the Status selection (options are visible below). Recommended is the default value. The Status selection is based on the initial recommendation of the technician.
5. Review the Next Steps selection (options are visible below). Building Personnel Review is the default value. The Next Steps selection is based on the next agreed action in the Opportunity’s process.
6. Review the Assigned To selection. Assign to Someone is the default value. To select a Trane Cloud user to assign the Opportunity to, select the dropdown and select the appropriate building user to assign the Opportunity to.
7. Similar to the Impact section in Finding, the Opportunity captures Investments.
8. Click on the plus icon to add details to Impacts this Opportunity is related to.
9. Each section in the Investment contributes to the Estimated Investment working on the Opportunity creates. Below is an example of a completed Investment section.
10. For each Investment section, select the visibility icon to Visible to Everyone for the Investment to be shown on the Opportunity.
11. See how the Investment will appear in the Opportunity below.
12. Select the location of the Opportunity.
13. Select the Building from the Organization.
14. Select the Building, System and Equipment and select Save.
15. The selected Building and Equipment is summarized in the Opportunity.
16. Impacts can be added to the Opportunity. Select the Impact by clicking on the Add Impact button.
17. Select the appropriate Impact Category and the Impact Priority. Multiple Impacts can be selected and added to the Opportunity. Click on the checkmark icon to save Impact selections.
18. Add supporting images to the Opportunity and include a brief description of the image. Some examples of images to include are charts, screenshots or photos.
19. Drop an image file to launch the image wizard. Add an image Title and Caption and scroll down to Save to add it to the Opportunity. The image will appear in the Opportunity. The image Title and Caption appear when hovering over the image. Multiple images can be added to the Opportunity.
20. Add Attachments to the Opportunity. Attachments provide additional supporting documentation to the Opportunity. Some examples of attachments include spreadsheets or other notable reference files.
21. Add Findings to the Opportunity. Multiple Findings can be added to a single Opportunity.
22. Click on Add Finding to open Findings attached to the Opportunity’s building. 23. Select Save to add the Finding.
23. Select Save to add the Finding.
Continue to "Managing Opportunities".