Update an Opportunity
Update an opportunity when you need to change its scope, service period, target terms, visibility, or expiration date. The edit flow follows the same three steps described in Create an Opportunity.
This article is for client accounts.
You can edit opportunities owned by your organization while they are still open. Awarded or archived opportunities cannot be edited.
Edit an opportunity
- In Civalta, select Opportunities.
- Open the opportunity you want to update.
- Select the three-dot menu in the upper-right corner, then select Edit RFP.
- Make your changes in Details, Service & Terms, and Visibility & Schedule. See Create an Opportunity for field requirements and explanations.
- Select Continue between steps. On the final step, select Save Draft or Save Changes.
Open the opportunity menu and select Edit RFP.
What changes when you save
- Service period: Changing the dates updates every open proposal. Proposal amounts, schedules, versions, and negotiation turns stay the same.
- Attachments: Uploading a new PDF adds it to the opportunity. Existing attachments remain until you remove them from the opportunity’s Documents area.
- Visibility: Save Draft makes the opportunity internal-only. Save Changes applies the Public or Private visibility selected on the final step.
- Awarded opportunities: After a proposal is accepted, the opportunity is closed and archived. It cannot be edited, returned to draft, or republished.
Edit RFP is not visible.
You may not have permission to edit the opportunity, or the opportunity may already be archived.