General Tab
Use this tab to specify the opportunity number and short description, and to enter information for contracts, agencies, and business units that you want to link to the opportunity.
Opportunity Info
Use this group box to indicate the opportunity number and short description.
Field | Description |
---|---|
Number | Enter the opportunity's identifying number from its source. If the opportunity is imported from GovWin IQ, this field defaults to the GovWin IQ opportunity number, but you can change it. |
Short Description |
Enter the short description for the opportunity. You can enter a longer description on the Details/Addresses tab. If the opportunity is imported from GovWin IQ, this field defaults to the GovWin IQ opportunity short description, but you can change it. |
Opportunity Roles
Use this group box to specify your company's role on the opportunity and the prime contractor that you want to associate with the opportunity.
Field | Description |
---|---|
Our Role/Responsibility |
Enter, or click
The unlabeled field to the right displays the description of the role/responsibility code. |
Prime Contractor |
Enter, or click
|
Contract Information
If you are awarded the opportunity, use this group box to specify the master contract number and other general information about the contract associated with the opportunity. The opportunity can be linked to different contract IDs on the Manage Contracts screen. You can view contract records related to the opportunity on the Contracts subtask.
Field | Description |
---|---|
Contract Role/Type |
Enter, or click
The unlabeled field to the right displays the description of the contract type. |
Prime Contract No |
Enter the prime contract number of the contract to be linked to the opportunity. This is the number of the signed contract with the customer. If you have parent-child contract records, the value in this field serves as the parent and the Task Order No value serves as the child. This is important when you want to link Indefinite Delivery/Indefinite Quantity (IDIQ) and Blanket Purchase Agreement (BPA) type contracts to contracts awarded under these higher-level types of contracts. |
Name | Enter the description of the prime contract number. |
Task Order No |
Enter the task order number linked to the opportunity. If you have parent-child contract records, the value in this field serves as the child and the Prime Contract No value serves as the parent. This is important when you want to link IDIQ and BPA type contracts to contracts awarded under these higher-level types of contracts. |
Master Contract No | Enter the master contract number if the opportunity is work that your company is competing for under an indefinite delivery/indefinite quantity contract (IDIQ) or similar "master" contract. |
Other Contract No | Enter any other contract number associated with the opportunity. |
Subcontract No | Enter the subcontract number (the number on the signed contract with the subcontractor) associated with the opportunity. |
Contract Vehicle |
Enter, or click
The unlabeled field to the right displays the description of the contract vehicle. |
Primary Work Location | Enter the primary location where the work is to be performed by the contractor. |
Prospect
Use this group box to specify the primary and acquisition agencies you want to associate with the opportunity.
Field | Description |
---|---|
Primary Agency |
Enter, or click
The unlabeled field to the right displays the description of the agency. |
Primary Customer |
Enter, or click
The unlabeled field to the right displays the customer or prospective customer name. |
Type | This field displays either Customer or Prospective Customer. |
Primary Contact | Enter, or click
![]() |
Acquisition Agency |
Enter, or click
The unlabeled field to the right displays the description of the agency. |
Acquisition Customer |
Enter, or click
The unlabeled field to the right displays the customer or prospective customer name. |
Type | This field displays either Customer or Prospective Customer. |
Acquisition Contact | Enter, or click
![]() |
Responsible Business Unit and Managers
Use this group box to identify the business unit and organization that you want to assign to the opportunity.
Field | Description |
---|---|
Business Unit |
Enter, or click
The unlabeled field to the right displays the business unit description. |
Organization |
Enter, or click
The unlabeled field to the right displays the organization name. |
Business Unit Lead |
Enter, or click
By default, only employees with a status of Active are displayed in the lookup, but you can manually enter employees with a status other than Active. You can also use the Status query condition option on the Query tab of the Query dialog box of this field to search for employees with other statuses. |