Create a New Phase or Task from a Contract Template

You can create a new phase or task from a contract template. You can add a new phase or task to a contract at any time.

If GovWin Capture Management detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To create a new phase or task from a contract template, complete the following steps:

1. From the GovWin Capture Management Navigation menu, click Info Center > Contracts.
2. On the Contract Info Center form, open the contract record for which you want to create the phase or task.
3. Click New and select Create Phase from.
4. On the Create Phase from dialog box, set the Copy from field to Contract Template and make the following selections:
   1. Click Search in the first Template Contract field to open the Contract Template lookup and select an existing contract template with phases.
   2. Click Search in the second Template Contract field to open the Phase/Task lookup and select the contract template phase on which the new phase will be based.
5. Enter a unique name and number, complete the fields on the Create Phase from dialog box, and click OK. GovWin Capture Management closes the dialog box and copies the phase details into the record. You can modify the phase information.
6. If you want to enter task information, click New and select Copy Task from.
7. On the Create Task from dialog box, set the Copy from field to Template Contract and make the following selections:
   1. Click Search in the first Template Contract field to open the Contract Template lookup and select an existing contract template with phases and tasks.
   2. Click Search in the second Template Contract field to open the Phase/Task lookup and select a contract template phase.
   3. Click Search in the third Template Contract field to open the Phase/Task lookup and select the contract template task on which the new task will be based.
8. Enter a unique name and number, complete the fields on the Create Task from dialog box, and click OK. GovWin Capture Management closes the dialog box and copies the task details into the record. You can modify the task information.
9. Click Save.