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Contents of the Configure Contract Management Settings Screen

Use the fields and options to configure the Configure Contract Management Settings screen.

Contracts

Use the fields in this group box to set up how Costpoint should handle contract IDs.

Field Description
Auto-Assign Contract IDs Select this check box to have Costpoint automatically assign an ID to any new contract record.
Last Contract ID

Enter the last contract ID used. You must enter a value in this field if you select the Auto-Assign Contract IDs check box. This field defines the starting point for Costpoint-generated contract IDs. Costpoint uses this field to automatically number all contract IDs.

You can use a combination of alphanumeric characters for contract IDs, but Costpoint increments only the rightmost numeric value. Make sure you enter enough numeric digits at the end of the ID as this determines the number of contract IDs that Costpoint can generate/increment. You can enter up to 15 numeric digits in this field.

Subcontracts

Use the fields in this group box to set up how Costpoint should handle subcontract IDs.

Field Description
Auto-Assign Subcontract IDs Select this check box to have Costpoint automatically assign an ID to any new subcontract record.
Last Subcontract ID

Enter the last subcontract ID used. You must enter a value in this field if you select the Auto-Assign Subcontract IDs check box. This field defines the starting point for Costpoint-generated subcontract IDs. Costpoint uses this field to automatically number all subcontract IDs.

You can use a combination of alphanumeric characters for subcontract IDs, but Costpoint increments only the rightmost numeric value. Make sure you enter enough numeric digits at the end of the ID as this determines the number of subcontract IDs that Costpoint can generate/increment. You can enter up to 15 numeric digits in this field.

Activities

Use the fields in this group box to set up how Costpoint should handle activity IDs.

Field Description
Auto-Assign Activity IDs Select this check box to have Costpoint automatically assign an ID to any new activity record.
Last Activity ID

Enter the last activity ID used. You must enter a value in this field if you select the Auto-Assign Activity IDs check box. This field defines the starting point for Costpoint-generated activity IDs. Costpoint uses this field to automatically number all activity IDs.

You can use a combination of alphanumeric characters for activity IDs, but Costpoint increments only the rightmost numeric value. Make sure you enter enough numeric digits at the end of the ID as this determines the number of activity IDs that Costpoint can generate/increment. You can enter up to 15 numeric digits in this field.

Report Stored Parameters

Use the fields in this group box to specify parameters in viewing reports for contracts and subcontracts.

Field Description
Project Status Report

Enter, or click to select, the stored report parameter ID to be used for viewing the Project Status Report for contracts and subcontracts.

When you select a report parameter ID, the parameter description displays in the field to the right.

Project Labor Summary Report

Enter, or click to select, the stored report parameter ID to be used for viewing the Project Labor Summary Report for contracts and subcontracts.

When you select a report parameter ID, the parameter description displays in the field to the right.

Project Non-Labor Detail Report

Enter, or click to select, the stored report parameter ID to be used for viewing the Project Non-Labor Detail Report for contracts and subcontracts.

When you select a report parameter ID, the parameter description displays in the field to the right.

FY/Period/Subperiod Selection

Use this group box to specify the date to be used for viewing the reports.

Field Description
Use Accounting Period Below

Select this option to use the fiscal year/period/subperiod specified on this screen in the reports.

The values in the Fiscal Year, Period, and Subpd fields are updated by the Update Project Status Report Tables application if the fiscal year, period, and subperiod selected in Update Project Status Report Tables are later than what exist in Configure Contract Management Settings, but can be modified. These values are updated whether or not the Use Accounting Period Below option is selected.

The fiscal year, period, and subperiod indicated on this screen will always be used by the View Contract Financial Information application whether or not the Use Accounting Period Below option is selected. In addition, these fields are always required whatever option is selected in FY/Period/Subperiod Selection.

Fiscal Year Enter, or click to select, the fiscal year to be used for viewing project reports for contracts and subcontracts.
Period Enter, or click to select, the period to be used for viewing project reports for contracts and subcontracts.
Subpd Enter, or click to select, the subperiod to be used for viewing project reports for contracts and subcontracts.
Use FY/Period/Subperiod from stored parameters Select this option to use the fiscal year/period/subperiod from the selected stored report parameter in the reports.

Subtask

Subtask Description
Corporate Settings Click this link to open the Corporate Settings subtask, where you can select contract management settings options that apply to all companies in your database.