Code Table Descriptions

Use Code Tables to set up the items for users to choose in the drop-down list in some fields in the Info Center.

This allows users to enter a standard, pre-defined value in many fields in the Info Center. Many of these values can also be used to search for specific types or groups of records when you use lookups.

Before you enter code table values, review the code table descriptions. Each description includes a brief explanation of the code table and information about possible values. When you set up your code tables, some tables require that you enter both a code and a description. Other tables require that you enter only a description. Use codes to enter short alphanumeric identifiers. Use descriptions to enter more detailed information. In most cases, users see only the code table descriptions.

Some code tables have values that are defined by the system, which you cannot delete.

If you use multiple languages with GovWin Capture Management, the standard code tables display in the selected language. If you insert your own codes, you must translate the code and manually enter it in the Code Table Maintenance form. If you do not translate the custom code, GovWin Capture Management displays Text Not Translated as the description for this code.

Field	Description
Account Group Table	Use this table to enter a list of valid account group table codes.
Activity Subject	Use this table to enter descriptions that employees can select as an activity's subject when they schedule activities in GovWin Capture Management. The activity subject should indicate the purpose of the activity, such as Initial Consultation, Planning Meeting, or Follow-up Visit. For each activity subject that you enter, you specify whether or not it can be used for an activity whose activity type is Milestone. Only the activity subjects that are specified to be used with the Milestone activity type will display in the Subject drop-down list when you select Milestone as the activity type for an activity. The activity subjects that you add to this table display in the drop-down list in the Subject field on the Detail tab of the Activity dialog box.
Activity Type	Use this table to define activity types that employees can select to classify activities that they schedule in GovWin Capture Management and Connect for Microsoft Outlook. The activity type indicates the nature of the activity, such as meeting or teleconference. System-provided activity types also appear in the Activity Type code table, which you cannot change or delete: Milestone When you selected Milestone in the Type field for an activity, the drop-down list in the activity Subject field contains only the subjects that have been designated for use with the Milestone activity type (in the Activity Subject code table in Configuration > General > Code Tables). Touchpoint This activity type is reserved for future use. The activity types that are entered in this table display in the drop-down list in the Type field on the Detail tab of the Activity dialog box where you enter an activity in GovWin Capture Management. In the Display field on the Activity Type dialog box in Code Table Configuration, you select where the type of activity displays in GovWin Capture Management and Connect for Microsoft Outlook after you create the activity. The display setting does not affect where you can create the different types of activities. You can create any type of activity anywhere that you can create activities in GovWin Capture Management. In Connect for Microsoft Outlook, there are different forms for entering calendar, task, and generic activities, so you must create activities from the correct location, so that the appropriate entry form appears. The options in the Display field on the Activity Type dialog box in Code Table Configuration are: Option Selected in the Display Field Where the Activity Displays in GovWin Capture Management Where the Activity Displays in Connect for Microsoft Outlook Calendar Calendar Activity Manager Activities grid on associated GovWin Capture Management records in the Contact, Customer, Opportunity, and Vendor/Partner Info Centers Calendar Activities folder Activities grid on associated GovWin Capture Management contact, customer, opportunity, and vendor/partner records Task Calendar, when a user selects the option to view tasks Activity Manager Activities grid on associated GovWin Capture Management records in the Contact, Customer, Opportunity, and Vendor/Partner Info Centers Task folder Activities folder Activities grid on associated GovWin Capture Management contact, customer, opportunity, and vendor/partner records Activity Manager Only Activity Manager Activities grid on associated GovWin Capture Management records in the Contact, Customer, Opportunity, and Vendor/Partner Info Centers Activities folder Activities grid on associated GovWin Capture Management contact, customer, opportunity, and vendor/partner records Activity types with an Activity Manager Only display setting are non-calendar and non-task activities that are considered to be generic activities. Examples are email messages and mailings.
Billing Rate Table	Use this table to enter a list of valid billing rate table codes.
Customer Relationship	Use this table to define the relationships your company may have with new and existing customers. The contents of this table display in the drop-down list in the Relationship field on the General tab of the Customer Info Center.
Customer Role	Use this table to define the roles that your customers may have on new and existing opportunities and/or contracts, such as Customer, Developer, or Owner. The contents of this table display in the drop-down list in the Role field on the following tabs: Opportunities tab of the Customer Info Center Contracts tab of the Customer Info Center Customers/Contacts tab of the Opportunity Info Center (Customers Grid) Customers/Contacts tab of the Contract Info Center (Customers Grid) The sysOwner code automatically defaults to the Primary Customer in the associated record. You may modify the Description of this code, but you cannot remove this code. There can only be one Primary Customer assigned to a role. Contact your system administrator for information about adding values to this list.
Customer to Customer Relationship	Use this table to define the relationships that may exist between any of your new or existing customers. For example: Competitor, Parent, Subsidiary. The contents of this table display in the drop-down list in the Relationship field on the following: Associate a Customer dialog box Associations tab of the Customer Info Center (Associations Grid)
Customer Type	Use this table to define values (such as market segments or industry types) that you can use to classify or group your customers. The contents of this table display in the drop-down list in the Type field on the General tab of the Customer Info Center.
Contact Role	Use this table to define the roles that your contacts may have on new and existing opportunities and/or contracts at your firm. The contents of this table display in the drop-down list in the Role field on the following forms: Opportunities tab of the Contact Info Center Contracts tab of the Contact Info Center Customers/Contacts tab of the Opportunity Info Center (Contacts Grid) Customers/Contacts tab of the Contract Info Center (Contacts Grid)
Contact Source	Use this table to define your contact sources, such as Customer Reference or Management Association. The contents of this table display in the drop-down list in the Source field on the General tab of the Contact Info Center. This field is mapped to the Source field on the General tab of the Lead Info Center.
Contact Title	Use this table to enter the professional titles used by your contacts. The contents of this table display in the drop-down list in the Title field on the General tab of the Contact Info Center.
Contact to Contact Relationship	Use this table to define the relationships that exist between any of your contacts, such as Former Coworker, Fellow Board Member, or friend. The contents of this table display in the drop-down list in the Relationship field on the following: Associate a Contact dialog box Associations tab of the Contact Info Center (Associations Grid)
Country	Use this table to enter the names of all countries for which you may have to enter a customer, contact, employee, or vendor/partner address; and/or an opportunity or contract location. You also use this table to determine how Addresses are formatted on reports for a selected record (Format 1, Format 2, or Format 3). The contents of this table display in the drop-down list in the Country field on the following: General tab of the Customer Info Center General tab of the Contact Info Center General tab of the Vendor/Partner Info Center Location tab of the Opportunity Info Center Location tab of the Contract Info Center Personal tab of the Employee Info Center User Options dialog box
County	Use this table to enter the names of all counties for which you may have to enter a contract location. The contents of this table display in the drop-down list in the County field on the Location tab of the Contract Info Center.
Degree - Employee Education	Use this table to enter college degree information for use in Employee Info Center records. The contents of this table display in the drop-down list in the Degree field on the Experience tab of the Employee Info Center (Education Grid).
Description Category - Contracts	Use this table to set up categories that you can attach to descriptions of your company's work on various contracts. Categories can help you classify contract descriptions so that you can more easily locate specific types of contract information. The contents of this table display in a Lookup when you add a contract description to the Descriptions grid on the Background tab of the Contract Info Center.
Employee License	Use this table to enter professional license information for use in Employee Info Center records. The contents of this table display in the drop-down list in the License field on the Experience tab of the Employee Info Center (Licenses Grid).
Employee Relationship	Use this table to define the relationships between your employees and customers and/or contacts. The contents of this table display in the drop-down list in the Relationship field on the following: Associations tab of the Employee Info Center (Customers Grid and Contacts Grid) Associations tab of the Customer Info Center (Employees Grid) Associations tab of the Contact Info Center (Employees Grid)
Employee Role	Use this table to define the roles that your employees may have on new and existing opportunities and/or contracts at your firm. Use the Default field if you want to set a particular role as the default employee role when contracts and employees or opportunities and employees are associated with each other. You can select only one default role. The contents of this table display in the drop-down list in the Role field on the following: Team tab of the Opportunity Info Center (Employees Grid) Team tab of the Contract Info Center (Employees Grid) CRM Info tab of the Employee Info Center (Opportunities Grid) Contracts tab of the Employee Info Center (Contracts Grid)
Employee Skill/Discipline	Use this table to enter specific types of employee skills or areas of expertise (disciplines) for use in Employee Info Center records, as well as SF254, SF255, and SF330 records. For example, you could enter Administrative, Technician/Analyst, and Communications Engineer. Employee Skill/Discipline information is used along with information entered in the Employee Skill/Discipline Level code table. The contents of this table display in the drop-down list in the Skill field on the Experience tab of the Employee Info Center (Skills Grid).
Employee Skill/Discipline Level	Use this table to enter employee experience levels for use in Employee Info Center records. Employee Skill/Discipline Level information is used along with information entered in the Employee Skill/Discipline code table. The contents of this table display in the drop-down list in the Level field on the Experience tab of the Employee Info Center (Skills Grid).
Employee Title	Use this table to enter the professional titles used by your employees. Typically, these titles indicate your employees' roles/positions within your firm. For example, you can enter Administrative Assistant, Account Manager, and BD Manager. The contents of this table display in the drop-down list in the Title field on the General tab of the Employee Info Center.
Information Category - Contacts	Use this table to enter activity categories that you can use to manage various types of contact solicitations. The contents of this table display in the drop-down list in the Category field on the Activities tab of the Contact Info Center (Categories Grid).
Lead Rating	Use this table to specify rating values that reflect your leads' level of interest in doing business with your company. The contents of this table display in the drop-down list in the Rating field on the General tab of the Lead Info Center.
Lead Source	Use this table to enter all the sources your company may use to generate leads. Your sources may include specific conferences, trade shows, or the names of referring customers. The contents of this table display in the drop-down list in the Source field on the General tab of the Lead Info Center.
Lead Status	Use this table to define status options that you can use to classify a lead's current relationship with your company. The contents of this table display in the drop-down list in the Status field on the General tab of the Lead Info Center.
Lead Status Reason	Use this table to define reasons/explanations for the status of a lead's current relationship with your company, such as Converted to Contact. The contents of this table display in the drop-down list in the Status Reason field on the General tab of the Lead Info Center.
Lead Types	Use this table to enter the industry types or market segments to which you target your marketing efforts. This information can be used to group leads into distinct categories. The contents of this table display in the drop-down list in the Type field on the General tab of the Lead Info Center. When leads are converted into customers, the Type field in Lead Info Center is mapped to the Type field in the Customer Info Center only if a Lead Type value exists in the Customer Type code table.
Marketing Campaign Action	Use this table to enter the various activities your company might engage in during a typical marketing campaign, such as Campaign Kickoff, Develop Materials, or Follow-up Calls. The contents of this table display in the drop-down list in the First Action, Current Action, and Next Action fields on the General tab of the Marketing Campaign Info Center.
Marketing Campaign Audience	Use this table to enter the various audience types or market segments to whom your firm might direct a typical marketing campaign. The contents of this table display in the drop-down list in the Target Audience field on the General tab of the Marketing Campaign Info Center.
Marketing Campaign Objective	Use this table to enter the various goals that your firm tries to achieve through a typical marketing campaign, such as Lead Generation. The contents of this table display in the drop-down list in the Objective field on the General tab of the Marketing Campaign Info Center.
Marketing Campaign Status	Use this table to enter options that you can use to specify the current status/stage of your marketing campaigns such as Active, Completed, or Planning. The contents of this table display in the drop-down list in the Status field on the General tab of the Marketing Campaign Info Center.
Marketing Campaign Type	Use this table to enter the various types of marketing campaigns that your firm might undertake, such as Direct Mail, Newsletter, or Seminar. The contents of this table display in the drop-down list in the Type field on the General tab of the Marketing Campaign Info Center.
Master Contract	Use this table to enter master contracts, which help you track new opportunities that are master service agreement (MSA) contracts or indefinite delivery/infinite quantity (IDIQ) contracts. The contents of this table display in the drop-down list in the Master Contract field on the General tab in the Opportunities Info Center.
NAICS	This table contains the North American Industry Classification System (NAICS) codes that are provided by the government to identify the industry in which a company operates. The codes provide a means for classifying businesses for data collection, analysis, and publication of data that is related to the U.S. business economy. You can insert or delete NAICS codes as needed. These NAICS codes display in the drop-down list in the NAICS field on the General tab of the Opportunity Info Center.
Opportunity Contract Type	Use this table to define contract types for opportunities. The types that you enter here display in the drop-down list in the Contract Type field on the Procurement Details tab in the Opportunities Info Center.
Opportunity Probability	Use this table to enter percentages that indicate the likelihood that an opportunity will become a contract. For example: 60 means that the probability that the opportunity will become a contract is 60%. The contents of this table display in the drop-down list in the Probability field on the General tab of the Opportunity Info Center.
Opportunity Source	Use this table to enter all the sources your firm may use to identify opportunities; for example: Customer Contact, Marketing Campaign, Trade Show. The contents of this table display in the drop-down list in the Source field on the General tab of the Opportunity Info Center.
Opportunity Stage	Use this table to enter options to specify the pipeline stages that you want available to assign to your opportunities, such as Pending, Proposal, and Awarded. The contents of this table display in the drop-down list in the Stage field on the General tab of the Opportunity Info Center. Select the Closed Stage check box for a stage if opportunities assigned to that stage are no longer actively pursued (for example, if you were awarded the contract or if you lost the contract to a competitor).
Opportunity Type	Use this table to define values (such as market segments or industry types) that you can use to classify or group your opportunities; for example: Educational, Municipal, Medical. The contents of this table display in the drop-down list in the Type field on the General tab of the Opportunity Info Center.
Phone Format	To ensure consistency in records and reports, the system administrator can establish a default format for phone number fields in each country. The Phone Format feature controls the default settings applied to new records created after the feature is enabled, and whether the <None> format displays in the list of available formats. When you click the ellipsis (...) on a phone number field, GovWin Capture Management displays the Phone Format Selection dialog box, listing the default country, description, and format for phone numbers. You can override this format by selecting a different format for the current record's phone number fields. You can also change the phone format any time, for any phone number field inGovWin Capture Management. Use this table to set up phone formats for each country. For example: United States Standard Format (###) ###-#### Germany 4 Digit Prefix +49 ####.###.### United Kingdom Cell Phone +44 7### ### ### In the Country field, select the country. This drop-down menu contains a list of all the values in the Country code table. In the Description field, enter a description of the format, such as Cell Phone or Standard Format. This field is required. In the Format field, enter the format for the phone. The # character indicates that a number is required in that position. You can also enter text, such as +1. For countries without standardized phone number formats, you can add multiple phone formats.
Prefix	Use this table to enter prefixes to be used with contact, lead, and employee names. The contents of this table display in the drop-down list in the Prefix field on the following: General tab of the Contact Info Center General tab of the Lead Info Center General tab of the Employee Info Center
Contract Codes	Use this table to enter contract codes that identify the different types of work, such as Electrical and Plumbing, that you expect to perform on any given opportunity and/or contract. Contract codes allow you to categorize the types of work you expect to do, and then enter estimated fees for each work segment. The contents of this table display on a lookup when you add a contract code to the Contract Codes grid on the following: Background tab of the Contract Info Center Contract Codes tab of the Opportunity Info Center
Responsibility	Use this table to define the levels of responsibility that your company may assume when working on a contract or opportunity, such as Prime, Joint Venture, or Consultant. The contents of this table display in the drop-down list in the Responsibility field on the General tab of the Contract and Opportunity Info Center.
Contract Type (CFGProjectType)	Use this table to define values (such as market segments or industry types) that you can use to classify or group your contracts. The types that you enter here display in the drop-down list in the Contract Type field on the General tab of the Contract Info Center.
Proposal Source	Use this table to enter all the sources your firm may use to identify proposal opportunities, such as Customer Contact, Marketing Campaign, and Trade Show. The contents of this table display in the drop-down list in the Source field on the Proposals dialog box.
Proposal Status	Use this table to enter options that you can use to specify the current stage of your proposals, such as Pending, Short Listed, and Won. The contents of this table display in the drop-down list in the Status field on the Proposals dialog box.
Proposal Type	Use this table to enter the various types of proposals that your firm may produce, such as Cost Proposal or Technical Proposal. The contents of this table display in the drop-down list in the Type field on the Proposals dialog box.
Resume Category	Use this table to define resume categories that you can use to classify employee resume data. Use resume categories to make it easier to find the employee information that is most relevant to the proposals that you are producing. For example, you can enter Experience - Medical or Background - Engineering. The contents of this table display on a Lookup when you add resume data to the Resumes grid on the Resumes tab of the Employee Info Center.
States/Provinces	Use this table to enter the names of all states or provinces for which you may have to enter a customer, contact, employee, or vendor/partner address; and/or an opportunity or contract location. To manage States/Provinces, first select the appropriate Country from the Country drop-down. The contents of this table display in the drop-down list in the States/Provinces field on the following: General tab of the Customer Info Center General tab of the Contact Info Center General tab of the Vendor/Partner Info Center Location tab of the Opportunity Info Center Location tab of the Contract Info Center Personal tab of the Employee Info Center
Suffix	Use this table to enter suffixes to be used with contact, lead, and employee names. The contents of this table display in the drop-down list in the Suffix field on the following: General tab of the Contact Info Center General tab of the Lead Info Center General tab of the Employee Info Center
Unit Table Codes	Use this table to enter a list of valid unit table codes.
Vendor/Partner Primary Specialty	Use this table to enter the types of specialized work that your vendor/partners perform, such as Security Systems Design. The contents of this table display in the drop-down list in the Specialty field on the General tab of the Vendor/Partner Info Center.
Vendor/Partner Role	Use this table to define the roles that your vendor/partners may have on new and existing opportunities and/or contracts at your firm, such as Architect, Interior Designer, and Electrical Engineer. The contents of this table display in the drop-down list in the Role field on the following: Team tab of the Opportunity Info Center (Vendor/Partners Grid) Team tab of the Contract Info Center (Vendor/Partners Grid) Opportunities tab of the Vendor/Partner Info Center (Opportunities Grid) Contracts tab of the Vendor/Partner Info Center (Contracts Grid)