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Contents of the Import GovWin IQ Data Screen

Use the fields and options to configure the Import GovWin IQ Data screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Integration Process Log

Use this group box to identify the location of the process log.

Field Description
File Location Enter, or click to select, the location where the process log file will save after the import process completes. If you leave this field blank, Costpoint stores the data migration process logs in the database and you can view or download the process logs from the File Download screen.

Import/Update

Use this group box to identify the login accounts that will be included in the import process.

Field Description
GovWin IQ Login Account Selection

Use these options to identify which login accounts to include in the import process. If you do not select the Allow any GovWin IQ login account to run Import GovWin IQ Data for all login accounts/companies check box on the Corporate Settings subtask of the Configure Contract Management Settings screen, only the Current Account option will be available.

  • Current Account: Select this option to import data for all companies with the same login account as the current logged-in company.

  • All Accounts: Select this option to import GovWin IQ data for all login accounts/companies in the database.

Opportunities to Update

Use this group box to identify the opportunities that you want to update.

Field Description
Opportunity - Option

From the drop-down list, select the desired range option for opportunities you want to update. The following options are available:

  • All: Select this option to include all available records. The Start and End fields are disabled for this option.

  • One: Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.

  • Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.

  • From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.

  • To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.

Start Enter, or click to select, the starting opportunity to update.
End Enter, or click to select, the ending opportunity to update.