Procedures for Phase and Task Records
While the details for working with records vary across Info Centers, the basic procedures are similar.
Related Topics:
- Pin the Phase Task Lookup
After you display the Phase/Task lookup, which lists all the phases and tasks defined for the current contract, you can pin the lookup to keep it displayed as you work in the Contract Info Center. - View Phase or Task Details
The Phase/Task lookup lists the phases and tasks defined for a contract. In the Contract Info Center, you can use the Phase/Task lookup to view record details for a specific phase or task. In other areas of GovWin Capture Management, you can use the Phase/Task lookup to enter a phase or task in a Phase or Task field. - Populate the List or Detail View in the
Contract Info Center with Phase and Task Records
Use the Advanced Contract lookup to populate the List View or Detail View of the Contract Info Center with contract, phase, or task (work breakdown structure (WBS) 1, 2, or 3) records. - Adding Phase and Task Records
You can create a phase or task record from scratch or you can base a new phase or task record on an existing contract template, phase record, or task record. - Copy a Phase or Task Record
You can copy a contract's existing phase and task information to create additional phases and tasks for that contract. - Modify a Phase or Task Record
Use the Contract Info Center form to modify phase or task records. If you need to update the same data in multiple records, use the Search and Replace utility. - Associate a File Link with an Info Center Record
You can associate file links with Info Center records on the Links grid of any Info Center that allows file link associations. - Add an Address to an Info Center Record
You can enter multiple addresses for each customer record or vendor/partner record. This can be useful if customers or vendor/partners have more than one office or operating location. You can add an address to a customer or vendor/partner record at any time. - Delete an Address from an Info Center Record
You can enter multiple addresses for each customer record or vendor/partner record. This can be useful if customers or vendor/partners have more than one office or operating location. You can delete an address from a customer or vendor/partner record at any time. - Delete an Info Center Record
When you delete an Info Center record, you permanently remove it from the GovWin Capture Management database. You cannot undo the deletion of an Info Center record. The basic procedure that you use to delete records is the same in all Info Centers.
Parent Topic: Contract Info Center Overview