Background Tab of Contract Info Center

Use the Background tab to enter a contract's background or history information, including contract codes, descriptions, and awards received.

Contents

Contract Codes Grid

Use the Contract Codes grid to enter the contract codes associated with a contract. Contract codes allow you to break down the type of work you expect to do and enter estimated fees for the work. You associate a contract code with a contract when you add the contract code to the Contract Codes grid on the Background tab. You set up contract codes via the Contract Codes Code table in Code Table Configuration.

Field Description
Contract Codes 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.

Insert Click this option to display the Contract Codes Lookup, which contains a list of all the contract codes in your database.
Delete Click this option to delete a contract code from the rid.
Contract Code When you use the Contract Codes lookup to select a contract code, the code displays in this field. You define contract code options in Code Table Configuration.
SF330 Code If there is an SF330 code associated with the contract code that you select, the SF330 code displays in this field. You associate SF330 codes with contract codes via the Contract Codes Code Table in Code Table Configuration.
Description The description for the contract code displays in this field. You define contract code description options in Code Table Configuration.
Fee Enter a monetary amount with no decimals or currency symbols that represents the total fee for the work associated with the selected contract code.
Seq. Use this column to set the sort sequence for the data in the grid. When you enter data in this field, GovWin Capture Management sorts the grid by both sequence and description. (If no sequence is set, GovWin Capture Management sorts by description.) Sorting occurs when you retrieve data, refresh data, or select a grid column header.

Descriptions Grid

Use the Descriptions grid to add or delete description information for a contract. You can enter and save descriptions of the work performed on a contract, and then use the descriptions when you create proposals for similar contracts.

Field Description
Descriptions 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.

Insert Click this option to display the Description Categories lookup.
Delete Click this option to delete a description from the Descriptions grid.
Category When you use the Description Categories lookup to select the description that you want to add to the grid, GovWin Capture Management inserts the category description name in this field. After you add a description to the grid, click Edit to use the GovWin Capture Management Text Editor to modify the description.

You define category options in Code Table Configuration.

Description Enter a description to help you identify the category. Click Edit to use the GovWin Capture Management Text Editor to enter a description.
Default Select this check box to make a description category the default when building custom proposals. Only one description category can be selected as the default.

Awards Grid

Use the Awards grid on the Background tab to add or delete award information for a contract. You can record any recognition your company receives from industry or other organizations for work performed on a contract. You can then use this information when you create proposals for similar contracts.

Field Description
Awards 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.

Insert Click this option to add an award to the Awards grid.
Copy Click this option to copy an award from one row on an Awards grid to a new row on the grid.
Delete Click this option to delete an award from the Awards grid.
Description Enter a description of the award.
Institution Enter the name of the institution that granted the award.
Award Date Enter the date on which the award was given to your company.

You can enter a date directly in this field or click Calendar and select a date.