When you create a
contract from an existing
contract, a
contract template, or an opportunity,
GovWin Capture Management can also create a space for the
contract in Kona Business.
Prerequisites:
GovWin Capture Management must be configured to integrate with Kona Business on the Miscellaneous tab of the General System Settings form, and you must be logged on to Kona on the Misc tab on the User Options dialog box.
To create a Kona space for a new
contract when you create the
contract, complete the following steps:
-
From the GovWin Capture Management Navigation menu, click
.
-
Click
New and select
Create Contract from.
-
On the Create
Contract from dialog box, select
Create Kona Space.
Exception:
If you are creating the
contract from an opportunity, the opportunity is linked to a Kona space, and you want the
contract to be linked to that space, do not select
Create Kona Space.
GovWin Capture Management then links the
contract to that existing space rather than create a new space.
-
Complete the remaining fields on the Create
Contract from dialog box, and click
OK.
GovWin Capture Management closes the Create
Contract from dialog box and opens a new
contract record. The Kona space name displays in the
Kona Space field on the General tab, and the space displays below that field. Employees listed on the Team tab are automatically invited to join the space.