Contents of the Manage Contract Defaults Screen

The records that display or you can add on this screen depend on the Default Type option selected in the Configure Contract Management Settings application. If that setting is None, you will not be able to create or view records on this screen. Manage Contract Defaults displays the following message instead:

"The Default Type is currently disabled and will need to be enabled in Configure Contract Management Settings before records can be added."

For the other default options, use the following information in entering or managing records.

Field	Description
Default Option	This field displays any of the following values, as selected in Default Type in Configure Contract Management Settings: Company Default Contract Type Project Type You can enter multiple Contract Type and Project Type lines. The Company Default type, however, allows for only one contract default record. If you try to save another Company Default record, Costpoint displays an error message.
Type Option	Select the contract or project type in this field. This field does not display for the Company Default option. For contract types, the selection includes values that exist on the Manage Contract Types screen. Project types available are those entered on the Manage Project Types screen. If you enter a contract or project type that does not exist in your Costpoint database, the system displays an error message. If you try to save multiple records with the same contract or project type, you will also receive an error message.
Contract Default Active	This field is selected by default for all three options, but you can clear it for Contract Type and Project Type records. For active default records, defaults apply only to new records in Manage Contracts and will not impact existing ones. When you deactivate default records, the defaults will not apply to new records and will also not affect existing records where those defaults were previously applied.

For contract types, the selection includes values that exist on the Manage Contract Types screen. Project types available are those entered on the Manage Project Types screen. If you enter a contract or project type that does not exist in your Costpoint database, the system displays an error message. If you try to save multiple records with the same contract or project type, you will also receive an error message.

Contract Default Active

This field is selected by default for all three options, but you can clear it for Contract Type and Project Type records. For active default records, defaults apply only to new records in Manage Contracts and will not impact existing ones. When you deactivate default records, the defaults will not apply to new records and will also not affect existing records where those defaults were previously applied.

Subtask

Subtask	Description
Manage Contract Defaults Details	You must save the record on the main screen before you can populate this subtask. Use this subtask to specify defaults for relevant contract fields.

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Contents of the Manage Contract Defaults Screen

Contents

Subtask