Action or dismiss a savings opportunity

Convert a savings opportunity into a pipeline project, or dismiss it with a reason.

When a savings opportunity is created, it has an Open status by default. After reviewing the opportunity in the Now Assist Panel, the opportunity moves to one of two outcomes:

• Closed: The user accepts the opportunity. A pipeline project is created from the opportunity and linked to it, moving it into the sourcing pipeline for execution.
• Dismissed: The user rejects the opportunity and provides a reason. The card is removed from the Potential savings opportunities page and the dismissal reason is saved on the opportunity record.

Note:

After an opportunity is closed or dismissed, the action is not reversible.

• Review a savings opportunity and create a pipeline project
  Open a savings opportunity discovered by the Savings Opportunity Discovery agentic workflow and create a pipeline project that tracks the savings.
• Dismiss a savings opportunity
  Reject a savings opportunity that you do not intend to pursue, recording who dismissed it, when, and why so it stays on record for auditing.

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