Select Contracts Dialog Box

Use this dialog box to select specific contracts for an employee to add to an Employee Info Center section of a custom proposal.

In addition to selecting specific contracts in this dialog box, you must have added a merge code for associated contracts and merge codes for specific contract fields in the InDesign merge template that you created for the employee section of the custom proposal. In the merge template, if you chose to include all associated contracts (instead of Proposal Contracts), then you do not need to select contracts in this dialog box.

Location

To display the dialog box, complete the following steps:

  1. From the GovWin Capture Management Navigation menu, click Proposals > Custom Proposal.
  2. On the Custom Proposal form toolbar, click Sections, and set up a section for the Employee Info Center. After you set up and save a section for the Employee Info Center, a tab for it displays on the Custom Proposal form.
  3. Open the tab, and click Build Resume > Add Contract Experience or Build Resume > Add Contract Experience to Selected Records on the grid toolbar.

Contents

Field Description
Limit Contracts to those associated to the Employee Select this option to display contracts that are associated with an employee on the Contract lookup when you click Search. The contracts displayed on the Contract lookup are the contracts that are entered on the Contracts tab in the Employee Info Center for an employee.
Only include Contracts where this Employee worked for more than this many hours This field is disabled if the Limit Contracts to those associated to the Employee check box is not selected. This option is composed of a check box and a number field. If the check box for this field is selected, the number field is required.

Select this check box to further filter contracts where the employee has spent an equal or greater number of hours than the number entered in the number field. Contracts that meet the criteria will be included in the list of contracts displayed on the Contract lookup.

Search Click this button to open the Contract lookup, where you can select contracts that you want to include in the employee's resume. To filter contracts displayed on the Contract lookup, to display only those contracts that are associated with the employee, click the Limit Contracts to those associated to the Employee check box. You can filter the results further by using the Only include Contracts where this Employee worked for more than this many hours check box to limit search results to contracts where the employee worked on for a certain amount of time.

Selected contracts are added to the Select Contracts grid.

Selected Contracts Grid Toolbar

Field Description
Selected Contracts Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Move Up To move a contract up in the list, click the contract, and then click this button to move it up one row. The order that the contracts display in the list is the order in which they will display in a merged custom proposal document.
Move Down To move a contract down in the list, click the contract, and then click this button to move it down one row. The order that the contracts are displayed in the list is the order that they will display in a merged custom proposal document.
Delete Record To remove a contract from the list, click the contract, and then click this button.

Selected Contracts Grid Columns

Field Description
Number This column displays the number associated with the contract
Name This column displays the contract name. Click the contract name to display the contract details.
Hours Worked This column displays if the Only include Contracts where this Employee worked for more than this many hours field is selected.

This column displays the number of hours that the employee worked on the contract.

Field Description
OK Click this button to close this dialog box and apply any changes that you made since you opened the dialog box.
Cancel Click this button to close this dialog box and cancel any changes that you made since you opened the dialog box.
Help Click this button to open the help topic for this dialog box.