Team Tab of Contract Info Center

Use the Team tab to organize information about the employees and vendor/partners who work on a contract.

Contents

Employees Grid

Use the Employees grid to associate one or more employees with a contract, and to define a team role for each employee. To associate an employee record with a contract record, add it to the Employees grid. Both records reflect the association.

An employee record must exist in the Employee Info Center before you can associate the employee with a contract record. The fields in the grid display information from the employee record.

If you use GovWin Capture Management to create a Kona space for the contract, the employees listed in the grid automatically receive an invitation to join the space.

Field	Description
Employees 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.
Associate	Click this option to add an employee to the grid.
Remove	Click this option to remove an employee from the grid.
Name	This field displays the employee's name. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window. When you enter an employee in the BD Manager, Capture Manager, or Executive Lead fields on the General tab of a Contract Info Center record, the employee and role are entered on the Employees grid on the Team tab of the Contract Info Center record. If you remove an employee from the BD Manager, Capture Manager, or Executive Lead fields on the General tab of a Contract Info Center record, the employee's name 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.
Role	Click this field and use the drop-down list to select the employee's role on the contract. You can assign the same role to multiple employees. You define employee role options in Code Table Configuration. Contact your system administrator for information about adding values to this list. Note the following: If you reassign the roles of BD Manager, Capture Manager, or Executive Lead on the Team tab of a Contract Info Center record does not automatically update the entries in the BD Manager, Capture Manager, or Executive Lead fields on the General tab of the Contract Info Center record. You must change the entries in the fields on the General tab. If you remove an employee (with role type BD Manager, Capture Manager, or Executive Lead) from the Employees grid on the Team tab of a Contract Info Center record, and that employee is also entered in one of the BD Manager, Capture Manager, or Executive Lead fields on the General tab of the Contract Info Center, the employee is also removed from the BD Manager, Capture Manager, or Executive Lead field.
Role Description	Enter additional information about the employee's role on this opportunity. Click Edit to use the Text Editor to enter information.
Team Status	This field displays the employee's status as a member of the team.
Hours	Enter the number of hours this employee worked on each contract. If you own the proposals or SF330 module, you can search for and add contract examples to employee resumes, based on the hours they worked on a contract.
Title	This field displays the employee's title.
Status	This field displays the employee's employment status at your firm.
Start Date	Select the date the employee started working on the contract in the associated role. Because employees can have one or more assigned roles on the same contract, there may be different start dates for each role. You can enter a date directly in this field or click Calendar and select a date.
End Date	Select the date the employee finished working on the contract in the associated role. Because employees can have one or more assigned roles on the same contract, there may be different end dates for each role. You can enter a date directly in this field or click Calendar and select a date.

Vendor/Partners Grid

Use the Vendor/Partners grid to associate one or more vendor/partners with a contract, and to define a team role for each vendor/partner. To associate a vendor/partner record with a contract record, add it to the Vendor/Partners grid. Both records reflect the association.

A vendor/partner record must exist in your database before you can associate it with a contract record.

The fields in the grid display information from the vendor/partner record in the Vendor/Partner Info Center.

Field	Description
Vendor/Partners 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.
Refresh Cost Amounts	Click this option to display the total amount paid to each vendor/partner working on the contract team. The amount paid to each vendor/partner displays in the Cost Amounts field on the Vendor/Partners grid. If no payments have been posted to this contract for a vendor/partner displayed in the grid, the Cost Amounts field remains blank. The total amount paid to vendor/partners on the contract team displays at the bottom of the grid.
Associate	Click this option to add a vendor/partner to the grid.
Remove	Click this option to remove a vendor/partner from the grid.
Name	This field displays the vendor/partner's name. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.
Role	Click in this field and use the drop-down list to select the vendor/partner's role on the contract. You define vendor/partner role options in Code Table Configuration.
Role Description	Enter additional information about the vendor/partner's role on the contract. Click Edit to use the Text Editor to enter information.
Team Status	This field displays the vendor/partner's status as a member of the contract team.
Cost Amounts	This field is blank by default. Click to display the total amount paid to each vendor/partner working on the contract team. The amount paid to each vendor/partner displays in this field. If no payments have been posted to this contract for a vendor/partner displayed in the grid, this field remains blank. The total amount paid to vendor/partners on the contract team displays at the bottom of the grid.
Status	This field displays the status of the vendor/partner's relationship with your firm.
Total	This field displays the total amount paid to the vendor/partners on the contract team. You must click the Refresh Cost Amounts grid option to display this amount.
Address Description	When you add a vendor/partner to the grid, the vendor/partner's primary address is selected. However, you can choose to display any address available in the vendor/partner record. Click in this field and then click Search to open the Vendor/Partner Address lookup. The lookup displays all addresses entered for the vendor/partner in the Vendor/Partner Info Center. Select the vendor/partner address that you want to display. When you select an address, GovWin Capture Management inserts the address information in the address fields on this grid.
Address1	This field displays the vendor/partner's street address for the selected address.
City	This field displays the vendor/partner's city for the selected address.
State/Province	This field displays the vendor/partner's state or province for the selected address.
Zip/Postcode	This field displays the vendor/partner's ZIP or postal code for the selected address.