Imported GovWin IQ Opportunity Data
Integration with GovWin IQ enables you to add new opportunities in Deltek Resource Planning by importing opportunities, with their associated data, from GovWin IQ.
Integration with GovWin IQ is only available if you activated the CRM module.
GovWin IQ Opportunity Fields Imported
This table lists the GovWin IQ fields that are included when you import an opportunity from GovWin IQ. You can also configure Deltek Resource Planning to update this data automatically for imported opportunities if any of the information changes in GovWin IQ.
| GovWin IQ Field | Deltek Resource Planning Field | Deltek Resource Planning Location | Notes |
|---|---|---|---|
| Program Name | Name | Opportunities header | |
| Description | Description | Overview tab | |
| Buying Organization | Primary Client | Overview tab |
The import process checks the companies in Deltek Resource Planning to see if the client has been imported previously. If not, it checks for a company with an exact match of the client name or alias. If it does not find a matching company and Allow new records is selected in the Integrations & Imports area in the Configuration workspace, you are given the option to create a new company for the client. |
| Duration | Duration | Overview tab | |
| Type of Award | Award Type | Overview tab | If the value in this field does not match one of the standard values for the Award Type drop-down list in Deltek Resource Planning, the import process adds it as a standard value. |
| Contract Type | Contract Type | Overview tab | If the opportunity has multiple contract types in GovWin IQ, the first one becomes the contract type in Deltek Resource Planning. If that contract type does not match one of the standard values for the Contract Type drop-down list in Deltek Resource Planning, the import process adds it as a standard value. |
| Competition Type | Competition Type | Overview tab | If the opportunity has multiple competition types in GovWin IQ, the first one becomes the competition type in Deltek Resource Planning. If that competition type does not match one of the standard values for the Competition Type drop-down list in Deltek Resource Planning, the import process adds it as a standard value. |
| Place of Performance | Location | Overview tab | |
| Solicitation Number | Solicitation # | Overview tab | |
| NAICS | NAICS | Overview tab | If the value in this field does not match one of the standard values for the NAICS drop-down list in Deltek Resource Planning, the import process adds it as a standard value. |
| Opened | Overview tab | This field defaults to the date that the opportunity is imported. | |
| Source | Overview tab | This defaults to GovWin IQ. | |
| Name | Name | Competition tab |
The import process checks the companies in Deltek Resource Planning to see if the competitor has been imported previously. If not, it checks for a company with an exact match of the competitor name or alias. If it does not find a matching company and Allow new records is selected in the Integrations & Imports area in the Configuration workspace, you are given the option to create a new company for the competitor. |
| Incumbent | Incumbent | Competition tab | |
| Milestone | Name | Activities tab: Key Milestones grid | All milestones are imported. Milestones that do not match one of the standard milestone name values in Deltek Resource Planning are assigned to the opportunity but are not added to the list of standard milestone names. |
| Milestone Date | Date | Activities tab: Key Milestones grid |
Company and Contact Data Imported
When associated companies and contacts are imported along with an opportunity, the following data are brought in to Deltek Resource Planning:
For companies:
- Name
- First Name
- Last Name
- Company
- Contact type (Contact type is appended to the contact's role description for the opportunity.)