Build the Presentation

After you create a template containing GovWin Capture Management data fields, you can merge the actual data into the presentation.

Prerequisite: Create a PowerPoint template and insert GovWin Capture Management data into it.

To build the presentation, complete the following steps:

1. After you save the template file in PowerPoint, click Deltek GovWin Capture Management on the Add-Ins tab toolbar, and click Merge Presentation.
2. On the Merge Presentation dialog box, select the Info Center in Merge presentation template from.
3. In Deltek GovWin Capture Management Item, enter all or a portion of the specific GovWin Capture Management customer, contact, opportunity, or contract for which you want to include data in the presentation, and click the lookup button next to the field to select the record in the Lookup dialog box.
4. Click Merge to connect to GovWin Capture Management and merge GovWin Capture Management data into your presentation. The integration tool inserts the actual data from GovWin Capture Management for each field that you inserted into your presentation.
5. When a message displays to confirm that the merge was successful, click OK.
6. After you merge data from GovWin Capture Management into a presentation, you can toggle between the GovWin Capture Management field names you inserted and the actual data merged from GovWin Capture Management:
   • CTRL + Y displays the GovWin Capture Management field name.
   • CTRL + Z displays the GovWin Capture Management data.
7. In PowerPoint, save the file with the merged data as a presentation (.pptx) file.
8. Format the data in the presentation as needed and save the presentation again.