Knowledge Graph: Projects and Opportunities

The Projects and Opportunities section of the Knowledge Graph serves as your centralized workspace for tracking both active pursuits and confirmed project work. With powerful search and filtering tools, customizable views, bulk actions, and detailed profile pages, you can manage your firm’s pipeline and project portfolio in a single streamlined interface.

Projects vs Opportunities

Projects and Opportunities represent different stages of work within Kantiv. Opportunities capture potential work that has not yet been awarded, including leads, active RFPs, and submitted proposals. These are tracked to support business development and monitor requirements, deadlines, and pipeline activity.

Projects represent confirmed, awarded work that is either in progress or completed. They include structured details such as project descriptions, locations, costs, teams, clients, and status. Because Projects reflect real, delivered work, they can be used for marketing materials, project sheets, and resumes.

In Kantiv, all work begins as an Opportunity. When its status is updated to Won, In Progress, or Completed, it automatically moves to Projects and becomes part of your firm’s project portfolio. If it remains a Lead, Submitted, or Lost, it stays in Opportunities. This keeps your pipeline and your historical project experience clearly organized without requiring duplicate entries.

For more information on Project Statuses, check out this article.

📄 Understanding Project Statuses

Accessing Projects and Opportunities

To access Projects and Opportunities, select either option under Library in the left-navigation menu. Alternatively, you can click these links to route directly to Projects or Opportunities in your Library.

Projects

Opportunities

Projects and Opportunities: Main Page

The Projects and Opportunities tables serve as your central hub for viewing, organizing, and managing your work. By default, profiles are displayed alphabetically (A–Z). Each row displays the name, status, and associated properties and tags.

Project and Opportunity Tags

Tags can be applied and updated directly from the graph without opening individual Project and Opportunity profiles. Clicking a tag field in the table will display available options within that tag group. Selecting a tag immediately applies it to the profile. This allows you to quickly categorize and organize your Projects and Opportunities at scale.

Search and Filters

You can use the Search Bar in the top-right corner of any Library page to locate Project and Opportunity profiles by name. To further refine results, click the Filter icon to apply filters. Available filters are based on the user-generated tags configured for Project and Opportunity profiles.

You can use Quick Filters to save and instantly reapply a specific set of filters.

To create a Quick Filter:

1. Apply your desired filters.

2. Click Save.

3. Provide a name and description.

4. Click Save again.

To use an existing Quick Filter, select it from the Quick Filters menu to automatically apply the saved configuration.

Customizing Views

Using the Columns button, you can customize how information is displayed in the graph.

You can:

• Toggle columns on or off

• Reorder columns via drag and drop

• Sort by any column (ascending or descending)

At the bottom of the table, you can:

• Adjust the number of rows displayed

• Navigate between pages

This flexibility allows you to tailor the graph to your workflow.

Actions Menu

Selecting one or more profiles using the checkbox on the left activates the bulk Actions bar.

From here, you can:

• Update properties

• Merge Projects or Opportunities (when multiple are selected)

• Update tags

• Delete Projects or Opportunities

Project and Opportunity profiles are automatically generated when files are uploaded. To manually create a profile, click + New Project or + New Opportunity in the top-right corner.

Project and Opportunity Profile Page

Clicking into a Project or Opportunity profile opens its detailed view.

The Overview page provides a snapshot of key information, including activity history and edit tracking (who made changes and when), along with any comments associated with the profile.

On the right-hand panel, you can:

• View and toggle properties

• View and toggle associated Project or Opportunity properties

• Update tags

Click Edit in the top-right corner to modify the name, type, associated companies, location, status, and submission date (for Opportunities).

Profiles, Notes, Files, and Media

You can toggle between tabs at the top of the page to view Profiles, Notes, Files, and Media.

• Profiles (Projects only): View documents where the Project is referenced.

• Notes: Add internal notes for future reference. Notes added here also appear in the main Notes section within the Content page.

• Files: All files associated with the Project or Opportunity appear in this tab. You can upload files directly to the profile, and they will also populate in the Files section of the main menu.

• Media: All images and assets associated with this profile can be found here.

The Projects and Opportunities Knowledge Graph provides a flexible and comprehensive system for managing your firm’s pipeline and project experience within your Library. With customizable views, powerful filtering tools, bulk actions, and detailed profile pages, you can efficiently organize, track, and maintain accurate records of both potential and confirmed work in one centralized location.

You can always find more information on Content Management in our Support Center. Please send any questions or feedback to Support@Kantiv.com.