General Tab of Contract Info Center

Use the General tab to enter, edit, or review basic information about a contract.

Each contract record in the Contract Info Center may have associated phases or tasks. Before you enter WBS information for a contract, you must enter and save the contract's information on the General tab. After you create the contract record, you can enter as many phases and tasks as you need.

Contents

Field	Description
Contract ID	Enter a unique contract identification number. For a new contract, after you save the contract number, you can also enter the contract's phase (second field). After saving the contract number and phase, you can then enter the contract's task (third field). The contract number, phase, and task correlate with the Work Breakdown Structure (WBS). If GovWin Capture Management uses the auto numbering feature, you cannot enter a number in this field. Instead, [AUTONUMBER] displays in this field when you save the form. For contracts that have a defined multi-level WBS, a Phase/Task icon displays next to the Contract Name. Click the icon to view the WBS tree structure. You cannot use this field to change a contract number after you create a contract record; you must use the Key Convert utility. You establish the length and format of your contract numbers when you install GovWin Capture Management. If you need to change the length or format of your contract numbers after installing GovWin Capture Management, use the Contract Number Conversion utility.
Phase	After you enter and save a contract record, you can use this field to enter a phase that is associated with the contract. Each contract may have multiple phases. The phase number is the second level of the Work Breakdown Structure.
Task	After you enter and save a contract record and a phase, you can enter a task that is associated with that phase. Each phase may have multiple tasks. You must enter a phase number before you enter a task number. The task number is the third level of the Work Breakdown Structure.
Short Name	Enter a short name for the contract. Use this field if the contract name is too long to display on contract reports and invoices.
Opportunity	Enter the name of the opportunity associated with the contract or use the Opportunity lookup or Quick Find to select an opportunity. After you enter an opportunity in this field, you can click the opportunity name to open the Opportunity Info Center record in the current browser window. Or, right-click the name and then click on the Open in new window pop-up option to open the Opportunity Info Center record in a new browser window. When you enter an opportunity in this field in a contract record, the associated contract's number is entered in the Contract field on the General tab of the Opportunity Info Center form. If you create a new contract record from an existing opportunity record, GovWin Capture Management enters the opportunity name in this field.
Long Name	Enter the full name of the contract.
Team	Enter the team that is responsible for the contract or use the Team lookup or Quick Find to select the team.
Type	Select the type from the drop-down list.
Contract Type	Select the contract type from the drop-down list. For example: Firm Fixed Price Cost Plus Award Fee Time & Materials The items in the drop-down list are entered in the Contract Type (CFGProjectType) code table in Configuration > General > Code Tables.
Tier	Use the drop-down list in this field to select your company's level of responsibility on this contract (for example, Primary, Consultant, Joint Venture). You define contract responsibility options using the Contract Responsibility Code Table in Code Table Configuration. See your system administrator for information about adding values to this list.
Award Type	Use the drop-down list in this field to select the method used to award the contract (for example, Non-Competitive, Competitive, Full and Open).
Market	Use the drop-down list in this field to select a market classification for the contract (for example, Civilian, DOD, Intelligence).
Primary Customer	Enter the name of the primary customer associated with the contract, or use the Customer lookup or Quick Find to select the customer. If the customer record that you want to enter in this field does not yet exist in your database, you can click the New icon in this field to create a new record. When you enter a customer name in this field: GovWin Capture Management creates a hyperlink between the customer name and the corresponding Customer Info Center record. You can then click the customer name in this field to open the Customer Info Center record. GovWin Capture Management adds the customer's name and related information to the Customers grid on the Customers/Contacts tab of the Contract Info Center form. GovWin Capture Management adds the contract's name and related information to the Contracts grid in the Customer Info Center form. To edit the customer name, right-click the name and click Edit. This temporarily disables the hyperlink feature, allowing you to edit the information in this field.
Confidential Customer	When you use Proposals, select this option to keep the Primary Customer and Owner's names confidential and to exclude their names from all proposals. When you include the contract in a proposal, an alias that you create will be substituted for the customer or owner name. If you select this option, the Alias field displays on the General tab. Use this field to enter the name you want to substitute for the customer's and owner's actual name.
Alias	This field displays when you select the Confidential option. Enter the name that you want to substitute for the Primary Customer or Owner's actual name when you include this contract in a proposal.
Customer Address	When you enter a customer name in the Primary Customer field, GovWin Capture Management enters the primary address associated with that customer record in the Customer Address field. However, you can enter a different customer address in this field. This address displays on customer reports. The actual address does not display in this field. When you enter a customer address in the Customer Info Center, you must also enter a description for the address and you must designate one address as the primary address. It is the description for the primary address that displays in the Customer Address field on the General tab. To select a different address, click Search to use the Address Lookup to select another address. The Address Lookup only lists addresses for the customer entered in the Primary Customer field.
Primary Contact	Enter the name of the primary contact associated with the contract, or use the Contact lookup or Quick Find to select a contact. When you enter a contact name in this field: GovWin Capture Management creates a hyperlink between the contact name and the corresponding Contact Info Center record. You can then click the name in this field to open the Contact Info Center record in the current browser window. Or, right-click the name and then click the Open in new window option to open the Contact Info Center record in a new browser window. GovWin Capture Management adds the contact's name and related information to the Contacts grid on the Customers/Contacts tab of the Opportunity Info Center record. GovWin Capture Management adds the opportunity's name and related information to the Opportunities grid in the specified Contact Info Center record. To edit the contact name, right-click the name and click Edit. This temporarily disables the hyperlink feature and allows you to edit the information in this field.
BD Manager	Enter the name of the employee who is the BD Manager for the contract, or use the Employee lookup or Quick Find to select the employee. When you enter an employee name in this field: GovWin Capture Management creates a hyperlink between the employee name and the corresponding Employee Info Center record. You can then click the name in this field to open the Employee Info Center record in the current browser window. Or, right-click the name and then click the Open in new window option to open the Employee Info Center record in a new browser window. GovWin Capture Management adds the employee's name and related information to the Employees grid on the Team tab of the Contract Info Center form. GovWin Capture Management adds the contract's name and related information to the Contracts grid on the Contracts tab of the specified Employee Info Center form. To edit the name, right-click the name and click Edit. This temporarily disables the hyperlink feature and allows you to edit this field. Note the following: If you remove an employee from the BD Manager field of a contract record, the employee is removed from the Employees grid on the Team tab of the Contracts Info Center record only if the employee's Team Status is Proposed. If the employee's Team Status is Active, the employee's name remains in the grid, but the Role field is cleared. If you remove an employee from the BD Manager field of a contract record, the contract is removed from the Contracts grid on the Contracts tab of the associated Employee Info Center record only if the employee's Team Status is Proposed. If the employee's Team Status is Active, the contract's name remains in the grid, but the Role field is cleared. If you remove an employee (with role type BD Manager) from the Employees grid on the Team tab of the Contract Info Center record, and that employee is also entered in the BD Manager field on the General tab of the Contract Info Center record, the employee is also removed from the BD Manager field. GovWin Capture Management does not update the BD Manager field when you change an employee's role on either the Team tab of the Contract Info Center record or on the Contracts tab of the Employee Info Center record. When you make a change on either of those tabs, you must manually change your entry in the BD Manager field.
Capture Manager	Enter the name of the employee who is the capture manager for the contract, or use the Employee lookup or Quick Find to select the employee. When you enter an employee name in this field: GovWin Capture Management creates a hyperlink between the employee name and the corresponding Employee Info Center record. You can then click the name in this field to open the Employee Info Center record in the current browser window. Or, right-click the name and then click the Open in new window option to open the Employee Info Center record in a new browser window. GovWin Capture Management adds the employee's name and related information to the Employees grid on the Team tab of the Contract Info Center form. GovWin Capture Management adds the contract's name and related information to the Contracts grid on the Contracts tab of the Employee Info Center form. To edit the name, right-click the name and click Edit. This temporarily disables the hyperlink feature and allows you to edit this field. Note the following: If you remove an employee from the Capture Manager field of a contract record, the employee is removed from the Employees grid on the Team tab of the Contract Info Center record only if the employee's Team Status is Proposed. If the employee's Team Status is Active, the employee's name remains in the grid, but the Role field is cleared. If you remove an employee from the Capture Manager field of a contract record, the contract is removed from the Contracts grid on the Contracts tab of the associated Employee Info Center record only if the employee's Team Status is Proposed. If the employee's Team Status is Active, the contract's name remains in the grid, but the Role field is cleared. If you remove an employee (with role type Capture Manager) from the Employees grid on the Team tab of the Contract Info Center record, and that employee is also entered in the Capture Manager field on the General tab of the Contract Info Center form, the employee is also removed from the Capture Manager field. GovWin Capture Management does not update the Capture Manager field when you change an employee's role on either the Team tab of the Contract Info Center record or on the Contract tab of the Employee Info Center form. When you make a change on either of those tabs, you must manually change your entry in the Capture Manager field.
Executive Lead	Enter the name of the employee who is the executive lead for the contract, or use the Employee lookup or Quick Find to select the employee. When you enter an employee name in this field: GovWin Capture Management creates a hyperlink between the employee name and the corresponding Employee Info Center record. You can then click the name in this field to open the Employee Info Center record in the current browser window. Or, right-click the name and then click the Open in new window option to open the Employee Info Center record in a new browser window. GovWin Capture Management adds the employee's name and related information to the Employees grid on the Team tab of the Contract Info Center form. GovWin Capture Management adds the contract's name and related information to the Contracts grid on the Contracts tab of the specified Employee Info Center form. To edit the name, right-click the name and click Edit. This temporarily disables the hyperlink feature and allows you to edit this field. Note the following: If you remove an employee from the Executive Lead field of a contract record, the employee is removed from the Employees grid on the Team tab of the Contract Info Center record only if the employee's Team Status is Proposed. If the employee's Team Status is Active, the employee's name remains in the grid, but the Role field is cleared. If you remove an employee from the Executive Lead field of a contract record, the contract is removed from the Contracts grid on the Contracts tab of the associated Employee Info Center record only if the employee's Team Status is Proposed. If the employee's Team Status is Active, the contract's name remains in the grid, but the Role field is cleared. If you remove an employee (with role type Executive Lead) from the Employees grid on the Team tab of the Contract Info Center record, and that employee is also entered in the Executive Lead field on the General tab of the Contract Info Center record, the employee is also removed from the Executive Lead field. GovWin Capture Management does not update the Executive Lead field when you change an employee's role on either the Team tab of the Contract Info Center record or on the Contract tab of the Employee Info Center record. When you make a change on either of those tabs, you must manually change your entry in the Executive Lead field.
Contract Admin	Enter the name of the employee who is the responsible for ensuring that the team handling the contract is complying with all of the contract conditions. You can use the Employee lookup or Quick Find to select the employee. When you enter an employee name in this field, GovWin Capture Management creates a hyperlink between the employee name and the corresponding Employee Info Center record. You can then click the name in this field to open the Employee Info Center record in the current browser window. Or, right-click the name and then click the Open in new window option to open the Employee Info Center record in a new browser window. To edit the name, right-click the name and click Edit. This temporarily disables the hyperlink feature and allows you to edit this field.
Status	Use this drop-down list to select the contract's status. A contract's status determines the validity of certain contract-related transactions in GovWin Capture Management. The status settings are: Active — You can use the contract in any transaction that requires a contract number. Inactive — GovWin Capture Management displays a warning if you try to use the contract in any transaction that requires a contract number. You must choose to proceed with the transaction after you receive the warning. Dormant — GovWin Capture Management prevents you from using the contract number in any transaction that requires a contract number. Purged — GovWin Capture Management does not allow any transaction activity on the contract.
Memo	Enter additional notes about the contract. Click Edit to use the Text Editor to enter information.
Kona Space	This field is only available if GovWin Capture Management is configured to integrate with Kona Business on the Miscellaneous tab of the General System Settings form and if you have entered your Kona username and password on the Misc tab of the User Options dialog box. If this field is available and if you select Create Kona Space on the Create Contract from dialog box when you create a contract, GovWin Capture Management automatically creates a Kona space for the contract, with you as the space owner. It then displays the space name in this field and invites all employees listed on the Team tab who have email addresses to join the space. The Kona space displays below this field, and you can work in the space without leaving the Contract Info Center to go to Kona Business. If you create a new contract from an opportunity that is linked to a Kona space and you leave the Create Kona Space check box on the Create Contract From dialog box unselected, GovWin Capture Management links the new contract to that space and displays the space in the Kona widget on the General tab of the Info Center. If you do not have GovWin Capture Management create the Kona space when you add a contract, you can do that later. Select the contract in the Contract Info Center, click New on the toolbar, and select Create Kona Space. You can also create a space for a contract in Kona Business yourself and then select that space in this field to link the space to the contract. If you create the space yourself and then link it to the contract, however, employees listed on the Team tab are not automatically invited to join the space. A contract can only be linked to one Kona space, but a Kona space can have multiple contracts linked to it. Prerequisites: For an employee to be able to use the Kona integration features in the Info Centers, the following must be true: Their GovWin Capture Management access rights must give them access to the contract record. They must be set up as a user of the firm's Kona Business account. They must log on to Kona on the Misc tab of the User Options dialog box in GovWin Capture Management. If they are not the space owner, they must be invited to join, and accept membership in, the Kona space for the contract. They must be using Microsoft® Internet Explorer® 9 or a later version.