Admin - Advanced

You can define the detailed prompts for additional benefits, complexity and strategic alignment questions for automation opportunities. You can also specify the display icons across the CoE Manager.

Label Settings

You can change the labels for workstream, complexity and strategic alignment attributes in the details section of an opportunity.


label settings in admin advanced tab

Opportunity - Addl Benefit Types

You can define up to five categories of benefits in the additional benefits section on the details tab for opportunities. You can track benefit amounts and comments for each benefit category for the opportunities.


opportunity addl benefits in admin advanced tab

Opportunity - Complexity

Defines up to five complexity questions, weighting for each question and the scoring scale. You can rate each opportunity on a scale from none to very high to drive a complexity score (based on the weightings) for the opportunity.

Opportunity - Strategic Alignment

Defines up to five strategic alignment questions and the weighting for each question. You can rate each opportunity on a scale from none to very high to drive an alignment score (based on the weightings) for the opportunity.

Export and Import

You can bulk import opportunities into a program. You can import your previously created opportunities into the CoE Manager.

See Export and import opportunities in CoE Manager.