Costpoint Online Help

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Contents of the Manage Contracts Screen

Use the fields and options to configure the Manage Contracts screen.

Identification

Use this group box to specify the contract ID, and the opportunity and prime contract number that you want to associate with this contract.

Field Description
Contract ID Enter a unique ID to identify the contract, or leave this field blank to have Costpoint automatically assign an ID if the Auto-Assign Contract IDs check box is selected on the Configure Contract Management Settings screen.
Name Enter a description or name for the contract ID.
Costpoint Opportunity Select this check box to have Costpoint validate the opportunity that you want to associate with the contract. When you select this check box, the lookup for Main Opportunity ID will display all opportunities available on the Manage Opportunities screen, and Costpoint will validate the opportunity you selected. If you do not select this check box, you can manually enter any opportunity ID and name, and no validation will take place.
Exclude from Reports Select this check box to exclude the contract from reports available in the CRM & Contracts domain. This is important when you need to generate reports and exclude certain types of contracts (for example, indefinite delivery/indefinite quantity and blanket purchase agreement contracts or subcontracts) to avoid overstating the reports.
Main Opportunity ID

Enter, or click to select, the main opportunity ID that you want to link to the contract ID. Lookup is disabled when you do not select the Costpoint Opportunity check box.

Name Enter, or click to select, the main opportunity name. Once you save the record, the opportunity name displays as a hyperlink that you can click to open the Manage Opportunities screen. For a Costpoint opportunity, the screen opens with existing values for that opportunity. For a non-Costpoint opportunity, the screen displays a blank record that you can fill in with details for that opportunity.
Prime Contract No

Enter the prime contract number (the number on the signed contract with the customer) that you want to associate with the contract ID.

If the main opportunity linked to the contract is a Costpoint opportunity, this field defaults to the prime contract number associated with the opportunity in Manage Opportunities, but can be edited.

If you have parent-child contract records, the value in this field serves as the parent and the Task Order No value on the General tab serves as the child. This is important when you want to link Indefinite Delivery/Indefinite Quantity (IDIQ) and Blanket Purchase Agreement (BPA) type contracts to contracts awarded under these higher-level types of contracts.

Name

Enter a description or name for the prime contract number.

If the main opportunity linked to the contract is a Costpoint opportunity, this field defaults to the prime contract name in Manage Opportunities, but can be edited.

Record Status

Select the record status of the contract. Valid values are Active and Inactive.

If you select Inactive, this contract will not be available in the lookup within a subcontract record, but you can manually enter the contract ID. In addition, you will not be able to initialize a project from this contract on the Project Initialization subtask. Project initialization is allowed only for active contracts.

If this contract is active and linked to a subcontract and/or project, and you updated its record status to Inactive, the subcontract and/or project will remain linked to this contract.

Use Planning

This check box displays only if you are licensed for Costpoint Planning.

Select this check box if you want to leverage resource information in project budgets in the Planning domain in setting up team information for the contract. If you select this check box and the contract is linked to a project budget in Planning, resources added to the project budget can be viewed on the Project Budget Resources subtask. You would also be able to open the contract from within the project budget.

The Project Budget Resources subtask on the Team tab is available only if this check box is selected. All resources displayed on this subtask come directly from Planning, and you will not be able to delete any records.

Regardless of how Use Planning is set, you will be able to manually enter records on the Potential Resource Details subtask (also on the Team tab), or load resources from the linked opportunity record. You can also modify or delete records on the Potential Resource Details subtask.

The following table summarizes the actions and their results when the Use Planning check box is selected or cleared.

Action Allowed or Not Allowed Result
User attempts to delete a contract where the Use Planning check box is selected. Allowed A contract can be deleted regardless of the Use Planning setting.
User attempts to clear the Use Planning check box on a contract that is not linked to a project associated with a budget. Allowed Costpoint hides the Project Budget Resources subtask.
User attempts to clear the Use Planning check box on a contract that is linked to a project associated with a budget. Allowed Costpoint displays a message noting that a project budget related to the contract exists and that the Project Budget Resources subtask will no longer be displayed.
Attention: For details on how resource information is shared between the CRM & Contracts and Planning domains, see Opportunity and Contract Teams and Integration with Planning.
Note: The Manage Contracts screen has nine tabs, and most of these tabs contain a different set of subtasks. For more information, refer to the Tabs and Subtasks sections of this screen's help.