Manage Opportunities

Manage Opportunities:

To save a new Opportunity, select the Save Opportunity at the bottom of the page. Alternatively, to return to the Building Dashboard from a new Opportunity, select Go Back. You can also select cancel.

From an existing Opportunity select Create New to create a new Opportunity for the current Organization. From this same menu you can also download a PDF of the Opportunity from Trane Cloud or Delete the existing Opportunity. At any time, you can exit by selecting Go Back to return to the Building Dashboard.

Step by Step Use Case Examples

For building managers who need to prepare for a budget meeting and want to include a chiller replacement in the meeting agenda.

1. In Trane Cloud, select Create Opportunity.

   

2. Update the Opportunity Title and review the Opportunity default fields. Change the visibility to Visible to Everyone as you will be reviewing the Opportunity with other building stakeholders.

   

3. Update the Investment section with values provided by Trane and your energy engineer.

   

4. Select the Building System and Equipment this Opportunity affects. You can then see other Findings or Opportunities that are linked to this System or piece of Equipment.

   

5. Add additional Impacts to support the budget discussion on updating the Equipment, selecting different values for Energy, Performance and Reliability based on discussions with your team.

   

6. Add an image if you have one or skip that section.

7. Add Findings to link to from recent Equipment performance reviews by selecting Add Finding and selecting the Finding, in this case about the compressor short cycling.

   

8. Save the Opportunity by selecting Save Opportunity at the bottom of the screen.

   

A couple of things to keep in mind:

• Don’t forget to click the checkmark by the Title to accept. 

  

• If you do not remember to save the Title, you will see this error.

  

• You can see the Opportunity with other Opportunities on your dashboard.

  

For Trane Service Technicians who are on-site and reporting a potential issue to escalate to the customer.

1. Navigate to the Building in Trane Cloud.

   

2. Create an Opportunity by clicking the Create Opportunity icon.

   

3. Add a title to the Opportunity and review the default fields. Change the visibility to Visible to Everyone as you want building stakeholders to view this Opportunity.

   

4. Add investment estimates to the Opportunity and make Price Visible to Everyone with an estimated cost.

   

5. Select the Building System and Equipment affected by the Opportunity. Add other information on the Building System and Equipment such as Findings.

   

6. Select and save the Findings that are related to this Opportunity.

   

For Trane Service Account Managers who are supporting building managers with estimating project scopes.

1. In Trane Cloud, navigate to the Building Dashboard and select View All Opportunities.

   

2. Review the Opportunity list and click on the Opportunity and add more information.

   

3. Review the Opportunity information and update Next Steps, Priority and Price.

   

4. Under Attachments, add the supporting files to the Opportunity.

   

5. When you have completed making updates to the Opportunity, click Go Back to return to the Building Dashboard.

Customization

No customizability in Opportunities is available at this time.

Head back to "Opportunities" or continue to Energy Management's "Energy Usage & Cost Chart".