Maintaining Proposal Associations with Agency Views

The Agency Views tab on the Proposal Summary contains all the agency views associated with the proposal. An agency view is a component created by your agency to support a specific business function. For more information, see Understanding Agency Views.

Creating an association between an agency view and a proposal allows an instance of the agency view to be populated with relevant information from the proposal. You can access this agency view instance by selecting the name of the agency view from the Views section of the component Actions menu on the Proposal Summary header.

If an agency view instance was used to enter data but the agency view association becomes inactive, users can view but not add or modify data displayed in the agency view instance.

Each row represents an association between this proposal and an agency view template. Each row includes an Actions button and the current values for the following fields:

Click in a field to add, change, or delete information as needed. Click the Save button when you are finished.

You can change the Active status of an association by modifying the values in the Date and Status fields.

Note: The agency views will be locked if the proposal is in addenda mode.

To view additional information about an associated agency view template, click the Name link or choose Agency View Summary from the row Actions menu. For more information, see Maintaining an Agency View.

The row Actions menu has the following functions:

Actions

Select Delete to delete a record. Select the Undo button to reverse the delete action. Click the Save button.

Note: If there is agency view usage data for a proposal, you cannot delete agency view data without deleting usage data first.

Select Exclude from Search Results to exclude a record from your search.

Views

Select Agency View Summary to open an agency view template. See Maintaining an Agency View.

Select Attachments to manage attachments. The Attachments link includes the number of files attached to this record. See Working with Attachments.

Select Links to manage links. See Working with Links.

Select Tracked Issues to manage tracked issues. See Maintaining Tracked Issue Information.

Click the Save button when you are finished.

Associating Agency Views with a Proposal

In order for agency personnel to use agency views to record proposal data, the agency view must first be associated with the proposal. If a role has access to associate an agency view to a proposal, then it also has access to the usage data. To create an association between the proposal and one or more agency views, perform the following steps:

On the Proposal Summary, click the Agency Views tab, then click the Select Agency Views... button.

The system displays a modal window that lists agency views with an Entity ID of Proposal.
Click the row for each agency view you want to associate with the proposal.

The system adds a check mark beside each agency view you select and shades the row. To cancel a selection, click the selected row again.
When you are finished, click the Add to Proposal button.

The system closes the modal window, adds the selected agency views to the list on the Agency Views tab, and saves the changes automatically. Each new row is added with a status of inactive.
To change the Active status, modify the values in the Date and Status fields, then click Save.