Load Past Performances
Goal: Make your prior contract wins available for selection and reuse.
What to know: Past performances are selectable when the related opportunity is recorded as Outcome = Won and appears under Contracts.
Steps:
In your pipeline, confirm historical wins are marked Outcome = Won.
Go to Contracts and open each record.
Fill in fields (Agency, Total Contract Value, Company Value, Period of Performance, Role, Workshare) and add a short Past Performance Summary.
Attach supporting material from SharePoint or upload files as available.
Create New Past Performance (Text Editor)
Attach External Past Performance (SharePoint)
In the proposal record → Past Performance, choose the records that fit this bid (use filters like agency, value thresholds, POP dates).
The selected Past Performances will now be listed in the Proposal Record and can be Reviewed and included in the Pink Team Draft.
