Actions Bar for the Contract Management Form
Use the Actions bar on the Contract Management form as a shortcut to actions you routinely perform using that form.
Actions
Click Actions to perform Contact Management tasks.
| Field | Description |
|---|---|
| Add Touchpoint | Select this option to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed record. |
| Add Proposal Properties | Select this option to display the New Proposal dialog box and begin adding a new proposal for the project. |
| Import GovWin IQ Opportunities | Select this option to connect to your GovWin IQ instance and import one or more opportunity records from GovWin IQ as in-pursuit projects in Vantagepoint. |
| This option displays if GovWin IQ Integration is enabled on the GovWin IQ form () and if Vantagepoint is set up to use auto-numbering for project numbers. (If auto-numbering is not implemented for projects, this option is not available. In that case, you can import opportunities from GovWin IQ only one at a time by selecting From GovWin IQ in How to Create Project on the New Project form.) | |
| Project Settings | Select this option to display the Project Settings dialog box. On that dialog box, you can select display options for the project search results list and the project structure. |
| Design | If your security role gives you access, select this option to open the Screen Designer, which you can use to add tabs, grids, fields, and field properties. The Screen Designer is composed of two sections: a canvas area (on the left) that lets you view the design changes that you make to the form, and a list of tabs, fields, and properties (on the right) that can be defined and added to the screen. Click the
 in the upper right corner of a field or tab to remove it from the form.
|
| Update %: Show Budget at Billing | <appears to only be avail if one project selected in list view> |
| Update %: Show Budget at Cost | <appears to only be avail if one project selected in list view> |