Use this dialog box to select the opportunities to import.
| Field | Description |
|---|
| GovWin IQ Opportunity Search Field
|
To select opportunities for import from a list generated using a text search, first click the left end of the search field in the upper-left corner of the dialog box and select a filter:
- Active: Only opportunities that are "active" in GovWin IQ.
- All: All opportunities in GovWin IQ.
- Mine: Opportunities in GovWin IQ that are marked as "mine."
After selecting a filter, either enter a complete GovWin IQ opportunity ID, or enter one or more characters that you want to search for in opportunity names and acronyms. The resulting list contains opportunities that match both the selected filter and your search text.
If you need to do more than one search to select all of the opportunities that you want to import, you can do that.
Deltek saves all of your selections until you either start the import process or you cancel the GovWin IQ Opportunities dialog box.
|
| Get All My Opportunities
|
To quickly select opportunities for import from a list of all opportunities in GovWin IQ that are marked as "mine," click
Get All My Opportunities.
|
| Check boxes
|
To select the opportunities in the grid that you want to import, click each row. A check displays in the check box for the row. To select all of the opportunities in the grid, click the check box next to the
GovWin IQ label in the heading area of the grid.
|
| GovWin IQ
|
This column displays the opportunity ID from GovWin IQ for each opportunity in the search results.
If you need more information about an opportunity before selecting it for import, click the opportunity ID to display a tooltip containing the opportunity solicitation date and number and opportunity status in GovWin IQ. Click
More in the tooltip to open a new browser tab and display the complete opportunity information in GovWin IQ. If you are not already logged in to GovWin IQ, the GovWin log-in page displays first.
|
| Name
|
This column displays the opportunity name and acronym from GovWin IQ.
|
| Client
|
This column displays the client name from GovWin IQ.
|
| Import
|
Click
Import to import the selected opportunities.
Before it actually imports the opportunities, however,
Deltek first determines if any of the selected opportunities already exist. If it finds one or more matches, it lists those opportunities in the Opportunity Records Exist dialog box and gives you the option either to skip all duplicate opportunities or to select one or more that you want to import.
It then checks for the existence of
companies and contacts associated with the opportunities:
- If
Allow new records is selected in the Integrations & Imports area of the Configuration workspace and
Deltek cannot verify that the client and all competitors and contacts associated with the opportunities in GovWin IQ already exist in the database, the New Records dialog box displays a list of those
companies and contacts. In the New Records dialog box, review the list of
companies and contacts, and clear the check boxes for those for which you do not want to create records in
Deltek.
- If there are missing
company or contact records but
Allow new records is not selected in the Integrations & Imports area, the import process does not create missing
company and contact records. In that case, if they are needed you must add them manually and associate them with the related opportunities.
It then checks for the existence of
companies and contacts associated with the opportunities. If
Deltek cannot verify that the primary
clients and all competitors and contacts associated with the opportunities in GovWin IQ already exist in the database, the New Records dialog box displays a list of those
companies and contacts. In the New Records dialog box, review the list of
companies and contacts, and clear the check boxes for those for which you do not want to create records in
Deltek Resource Planning.
After the above checks are performed, the opportunities are imported.
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