A forecast record holds two kinds of files, in the two panels on the right side of the record.
| Associated Files | Official Documents | |
|---|---|---|
| Use for | Supporting material: vendor quotes, market research, IGCE, justifications, correspondence. | The signed contract, task order, addendum, or modification PDF. |
| File types | Any type, up to 100 MB each. | PDF only, up to 10 MB each. |
| What the app does with it | Stores it and lets you attach it to the OD package email. | Reads it with AI, creates a contract on the Contracts page, and links that contract to this record. |
| Badge in the Forecasts list | Paperclip | Document icon |
Add supporting files (Associated Files)
- Click Upload Associated Files.
- Click Choose Files, select one or more files, and click Upload.
Each file is virus-scanned. While scanning, it shows Scanning for viruses… and cannot be opened. Afterwards, click a filename to open it (PDFs open in a viewer; other types download). The trash can deletes a file permanently.
Add the awarded contract (Official Documents)
Option A: Upload the PDF
- Click Upload Official File. The Upload Contract page opens with the note File(s) uploaded here will be linked to that Acquisition Forecast record's Official Documents.
- Select the PDF(s) and click Upload.
- You return to the record. The Official Document Added (or Official Documents Added) dialog lists the file(s) and asks Would you like to move this forecast record to Phase 4: Awarded? Click Move to Phase 4: Awarded or Not Now.
The system then reads the contract. See Uploading contract PDFs for what happens next.
Option B: Link a contract that is already uploaded
- Click Find/Link Existing Contract.
- The list shows contracts not yet linked to any forecast whose POP End Date falls in the same calendar year as this record's POP End Date (or that have no POP End Date). Newest uploads are first.
- Click the link icon on the right contract, then Link.
The same Phase 4 prompt appears.
Read a linked document
Each linked document in the panel shows:
- Filename – click to open the PDF.
- Upload date and who uploaded it, and the contract's status.
- % of field values found – how much of the contract data the AI could read. Red below 50%, orange below 70%.
- Number of line items and option years, contract value, and POP End Date.
- Lightning icon – open the contract on the Contract Detail page.
- Unlink icon – remove the link. The contract is not deleted; it stays on the Contracts page.
Records created by a closeout also show an Original Contract section here, pointing to the contract whose option year created them.
Note: linking a contract does not fill in the Contract or Task Order # field on the record. Enter it in the Identification section if you want it in the record header.