Deltek Vantagepoint Help

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Create a Project by Importing a Single Opportunity from GovWin IQ

Use the New Project form to import a new project from a GovWin IQ opportunity record. Each opportunity becomes a new project in Vantagepoint.

Pre-requisites:
  • The CRM module or CRM Plus module must be activated and Vantagepoint must be integrated with GovWin IQ.
  • If your firm uses a single currency, USD must be the currency. If your firm uses multiple currencies, USD must be enabled.

If Vantagepoint is set up to use auto-numbering for project numbers, you can also create projects by importing multiple GovWin IQ opportunities by selecting Import GovWin IQ Opportunities from the Other Actions menu on the Projects form. If auto-numbering is not implemented for projects, you can only import opportunities from GovWin IQ one at a time using this method.

To add a new project from GovWin IQ:

  1. In the Navigation pane, select Hubs > Projects, and select any of the options on the Projects hub menu.
  2. Click + New Project in the upper-right corner of the form.
  3. In How to Create Project on the New Project form, select From GovWin IQ.
  4. If you have not entered GovWin IQ credentials or you cannot use the saved credentials (the token is expired or no longer valid), enter your email and password in the GovWin IQ Log In dialog box.
  5. Click to open the GovWin IQ Opportunities import dialog box.
  6. Search for an opportunity by typing part of the GovWin IQ name, number, or acronym.
  7. Select an opportunity and click Import.
    1. Before completing the import, Vantagepoint checks if the selected opportunity already exists as a project. If it finds a match, the Project Records Exist dialog box displays:
      • Click Duplicate Selected Records to duplicate the selected opportunities.
      • Click Skip These Records to skip the listed opportunities.
    2. If the opportunity has a client, competitors, or contacts associated to it that are not in Vantagepoint yet, the New Records dialog box displays a list of those firms and contacts:
      • Review the list of firms and contacts, clear the check boxes for those for which you do not want to create records in Vantagepoint, and click Add Selected Records.
      • If you do not want to add any of the records, click Skip.

    After the above checks are performed, the opportunity is imported as a new project and the New Project form displays.

  8. If you are not using auto-numbering, in Project Number, enter a unique number for the project that conforms to your standard project numbering system.
  9. The Charge type is automatically set to Regular; if you are using the Accounting module, complete the following actions if you want to create a promotional project to track the time and expenses involved in pursuing the contract:
    1. Select Create Linked Promotional Project to Track Pursuit Costs.
    2. Enter a unique project number in Promotional Project Number.
    3. Enter a name for the promotional project in Promotional Project Name.
  10. Click Continue.
    If you are adding both a regular project and a linked promotional project, the Edit Project Structure form displays. Continue with step 11.

    If you are only adding a regular project, Vantagepoint displays the new project in Edit mode. Continue with step 12.

  11. To add work breakdown structure (WBS) elements below the project level for either project, click at the end of a row to add WBS elements at the next lower level. Repeat this step as necessary to build the WBS for each project and click Save when you finish.
    Vantagepoint displays the new project in Edit mode.
  12. Review the project information on all hub forms and tabs and at all levels of the WBS, and make any corrections or additions.
  13. When you finish making entries, click Save.
  14. If you created a linked promotional project, that project displays in Edit mode and you must complete the following actions for that project:
    1. Review the project information on all hub forms and tabs and at all levels of the WBS, and make any corrections or additions.
    2. When you finish making entries, click Save.

    If you did not create a linked promotional project, the new project displays in Presentation View.

When you create a new project and you are using Resource Planning module, Vantagepoint also creates an empty plan for the project using default settings, so you can immediately begin entering planned labor hours and planned expense and consultant amounts.