GovWin IQ Subtask

Use this subtask to view detailed information about the opportunities imported from GovWin IQ or opportunities that are manually entered in Manage Opportunities and have a corresponding GovWin IQ opportunity ID.

You can also use this subtask to run the integration routine to GovWin IQ for a specific opportunity record. In this process, Costpoint updates the GovWin IQ information on the opportunity if the opportunity was uploaded from GovWin IQ (Record Type is GovWin IQ), or downloads GovWin IQ information for the opportunity if the opportunity was manually added to Costpoint (Record Type is Manual) and for which a GovWin IQ ID was entered after the initial creation of the opportunity in Costpoint.

Note: To import or update GovWin IQ opportunity information for a range of opportunity records, use the Import GovWin IQ Data screen.

Data that displays on this subtask is updated for an opportunity when you run the Import GovWin IQ Data application for a range of records that includes that opportunity (provided the Do Not Refresh check box is not selected for that opportunity), or when you click the Refresh from IQ button on this subtask.

Most fields on this subtask and its child subtasks are not editable as they come from GovWin IQ. Fields that are editable are indicated in the field description.

Attention: For details on the source data and opportunity fields updated by the GovWin IQ integration, see the field mapping information here:

GovWin IQ Integration Setup Guide.

Identification

Field	Description
Opportunity ID	This field displays the opportunity ID from the main screen of Manage Opportunities.
Name	This field displays the short name of the opportunity from the main screen of Manage Opportunities.
Record Type	This field displays the record type from the main screen of Manage Opportunities. Valid values are: Manual: This indicates that the opportunity was manually added to Costpoint using Manage Opportunities. GovWin IQ: This indicates that the opportunity was added through the GovWin IQ integration.
Refresh from IQ	Click this button to run the integration routine to GovWin IQ for this opportunity record. This button is enabled only when the Do Not Refresh check box is not selected. For manually entered GovWin IQ records, review the help description for the GovWin IQ ID field.
Do Not Refresh	Select this check box if you do not want to update this opportunity record when the GovWin IQ integration process is run. Selecting this check box also disables the Refresh from IQ button. You can select or clear this check box at any time.

General

Field	Description
Last GovWin IQ Synch	This field displays the date that this record was last updated by the GovWin IQ integration process in Costpoint.
Last GovWin IQ Analyst Update	This field displays the date that an update was made to the opportunity record in GovWin IQ.
Program Name	This field displays the opportunity name in GovWin IQ.
GovWin IQ ID	If the opportunity was created by importing a GovWin IQ opportunity (Record Type is GovWin IQ), this field is disabled and displays the unique identifier for the GovWin IQ opportunity, which includes a three-character prefix that identifies the GovWin IQ opportunity type. The options are: OPP: Opportunity BID: Bid TNS: Toons FBO: Federal Business Opportunities If the opportunity is created using the Manage Opportunities screen (Record Type is Manual), you can manually enter the GovWin IQ ID for this opportunity record. Make sure to enter a valid GovWin IQ ID along with the correct GovWin IQ prefix type (for example, OPP147837).
Acronym	This field displays the acronym for the opportunity in GovWin IQ.
Department	This field displays the governmental department to which the opportunity belongs.
Agency	This field displays the governmental agency to which the opportunity belongs.
Current Status	This field displays the opportunity's status in GovWin IQ (for example, Pre-RFP or Awarded). The status identifies which phase the procurement is in during the acquisition cycle.

Details

Field	Description
Solicitation Number	This field displays the request for proposal (RFP) number for the opportunity as transferred from GovWin IQ.
IQ Opportunity Link	This field displays the web site address of the agency associated with the opportunity.
Estimated Value	This field displays the potential value of the opportunity in the functional currency (in thousands), as transferred from GovWin IQ.
Estimated Value (CAD)	This field is visible only for Canadian bid records imported from GovWin IQ. It displays the potential value of the opportunity in CAD (in thousands), as transferred from GovWin IQ.
Duration	This field displays the total duration of time that the opportunity is expected to span, as transferred from GovWin IQ.
Currency Notice: Currency conversion done at time of publication in GovWin IQ	This notice is visible only for Canadian bid records imported from GovWin IQ.
Competition Type	This field displays the competition type of the opportunity, as transferred from GovWin IQ.
IQ Contract Type	This field displays the contract type of the opportunity, as transferred from GovWin IQ.
NAICS Code	This field displays the North American Industry Classification System (NAICS) code of the opportunity as it displays in GovWin IQ.
Primary Offering	This field displays the primary type of firm that should respond to the opportunity, such as Professional Services, IT Management Consulting, or Research and Development.
Comments	This field displays the comments entered for the opportunity in GovWin IQ.
Summary	This field displays the summary of the opportunity, as transferred from the Program Description section in GovWin IQ.
Potential Bidders	This field displays the other competitors for the opportunity, as transferred from the Potential Participants section in GovWin IQ.
Procurement Activity	This field displays notes about the status of the opportunity, as transferred from the Procurement Activity section in GovWin IQ.
Program Description	This field displays a full description of the opportunity (including Summary, Background, Requirements, and Funding/Contract Value), as transferred from the Program Description section in GovWin IQ.
GSIN	This field is visible only for Canadian bid records imported from GovWin IQ. It displays the Goods and Services Identification Number (GSIN) associated with the opportunity, as transferred from GovWin IQ. If the record already has a value in UNSPSC, this field will be blank.
UNSPSC	This field is visible only for Canadian bid records imported from GovWin IQ. It displays the United Nations Standard Products and Service Code (UNSPSC) associated with the opportunity, as transferred from GovWin IQ. If the record already has a value in GSIN, this field will be blank.
Trade Agreements	This field is visible only for Canadian bid records imported from GovWin IQ. It displays the Trade Agreements indicated for the opportunity, as transferred from GovWin IQ.

Subtasks

Subtask	Description
GovWin IQ Key Dates	Click this link to open the GovWin IQ Key Dates subtask and view the opportunity's milestone dates as transferred from GovWin IQ.
GovWin IQ Key Contacts	Click this link to open the GovWin IQ Key Contacts subtask and view contact information for the opportunity as transferred from GovWin IQ.
GovWin IQ Added By	Click this link to open the GovWin IQ Added By subtask and view information on employees who marked the opportunity in GovWin IQ for import into Costpoint.