People, Companies, and Agencies

Overview

The Data Library is broken up into multiple tabs that are populated with data that GovDash has extracted from your uploaded documents. Each tab contains specific headers to help you quickly parse the information found within the document without having to look into each document individually. GovDash extracts the important details from your documents and creates references and links to other data points (awards, past performance, agencies, etc.) automatically.

People

The People tab provides you with a list of all key personnel that were extracted from your Data Library documents. Key personnel that were extracted from resumes will have a indicator that you can click to view the resume.

You can view which documents they were sourced from by clicking on the person’s name and viewing the Documents tab.

Staffing Pool & Intelligent Key Personnel Recommendations

The People tab also houses your staffing pool of key personnel, which is used to provide intelligent recommendations for labor categories. To learn more about building your staffing pool, check out our support article here.

Manually Adding People

You can manually add new people to your People list by clicking Add New Person in the top right of the table view. This will allow you to create a People record without uploading a resume. You can still define all of the same credentials and employment records, however.

Can I attach documents to personnel manually?

At this time, you cannot manually attach a resume/document to a People record, you must upload the file to your Data Library and GovDash will automatically match the resume to the People record if the names are the same!

Companies

The Companies tab showcases all of the companies you have involvement with, based on the files present within your Data Library/Contract Cloud. For any companies you have direct partnerships with, a blue check mark will be shown. You can click on this blue checkmark to view where the partnership came from.

GovDash will also build a profile for your team, designated by the Our Team indicator.

Company Management

You can manage the information within each company record by clicking on the company’s name within the list. Here, you can define details such as names, UEIs, locations, and relationships to your team.

You can also view which awards, documents, and resumes these entries are connected to within the table on the far right.

Merging Companies

To merge multiple companies together, select up to five companies from the list and click the icon in the black action bar. Merging companies together will combine all contracts, key personnel, and document associations under the company you choose to keep. Note: this will not affect those associated contracts, key personnel, or documents, only their link to the company.

Next, choose the company you wish to keep. All other companies will be merged into the company you have chosen to keep once you click Merge.

Agencies

Similar to the Companies tab, the Agencies tab shows all the agencies you’ve done work for, based on the files present within your Data Library/Contract Cloud.

The Agencies list also controls which agencies are available within your Contract Cloud contracts, under Agencies.

Within Agencies in the Data Library, you can view connected awards, documents, and contracting officers.

Updating Records

You can quickly update your People, Companies, and Agencies records by clicking on the name of the record within their respective tabs.

Associated Documents

Inside, you’ll find data that GovDash has pulled from the documents that were uploaded, and you can cross reference which documents populated the record from within the Documents tab. This is especially useful if you intend to delete a document as you can ensure the record created from that document is also deleted.

Updating Fields

To update the individual fields, hover your mouse and click within the field to open a text box in which you can record your update. Where applicable, click the blue check mark to save your change.

Deleting Records

As records automatically get created by uploading documents to GovDash, you may choose to remove some entries that get made, especially if you are deleting documents that they’re associated with.

To delete records in bulk, simply click the check boxes to the left of the record you’d like to delete, and click the trash can icon in the black action bar at the bottom of your screen.

Within an individual record, click the Enable Editing button in the top right to unlock the ability to delete the record.