Contract Management Controls Use screens in the Contract Management Controls application group to set up and maintain overall settings used in the Capture & Contracts domain. Related Topics:Configure Contract Management Settings Use this screen to configure settings used in the Capture & Contracts domain. Specifically, you can use this screen to control and track contracts, subcontracts, and activities, and to configure corporate settings that apply to all companies in your database. Manage Activity Methods Use this screen to create and manage methods that define activities one can perform within the Capture & Contracts domain. Manage Activity Subject Use this screen to create and manage activity subjects, such as client visits and meetings, which you can use when you define opportunities, contracts, subcontracts, and organizational conflicts of interest. Manage Agencies Use this screen to enter and maintain government agency codes that you can assign to an opportunity or contract. Manage Business Units Use this screen to enter and maintain business units that may be assigned to an opportunity or contract, and optionally link these business units to Costpoint organizations. Manage Contract Defaults Use this screen to create and manage defaults for new contract records. You can pre-fill key contract fields with default values, such as contract status, contract classification, and other general contract information. Manage Contract Management Roles Use this screen to mark roles as applicable to employees, customers, competitors, subcontractors, and contacts for records that you are maintaining in the Capture & Contracts domain. Manage Contract Vehicles Use this screen to enter and maintain contract vehicle codes. Manage Document Types Use this screen to enter and maintain document type codes that can be used for opportunities, contracts, subcontracts, and organizational conflict of interest (OCI) records. Manage Lead/Contact Relationship Types Use this screen to enter and maintain lead/contact relationship types. Manage Lead Rating Types Use this screen to enter and maintain lead rating types. Manage Lead Source Types Use this screen to enter and maintain lead source types. Manage NAICS Codes Use this screen to enter and maintain North American Industry Classification System (NAICS) codes that can be assigned to an opportunity, contract, or subcontract. Manage Leads and Contacts User-Defined Labels Use this screen to customize labels for the user-defined fields for leads and contacts. Parent Topic: Contract Management Controls HomeCapture & ContractsContract Management ControlsContract Management Controls
Contract Management Controls Use screens in the Contract Management Controls application group to set up and maintain overall settings used in the Capture & Contracts domain. Related Topics:Configure Contract Management Settings Use this screen to configure settings used in the Capture & Contracts domain. Specifically, you can use this screen to control and track contracts, subcontracts, and activities, and to configure corporate settings that apply to all companies in your database. Manage Activity Methods Use this screen to create and manage methods that define activities one can perform within the Capture & Contracts domain. Manage Activity Subject Use this screen to create and manage activity subjects, such as client visits and meetings, which you can use when you define opportunities, contracts, subcontracts, and organizational conflicts of interest. Manage Agencies Use this screen to enter and maintain government agency codes that you can assign to an opportunity or contract. Manage Business Units Use this screen to enter and maintain business units that may be assigned to an opportunity or contract, and optionally link these business units to Costpoint organizations. Manage Contract Defaults Use this screen to create and manage defaults for new contract records. You can pre-fill key contract fields with default values, such as contract status, contract classification, and other general contract information. Manage Contract Management Roles Use this screen to mark roles as applicable to employees, customers, competitors, subcontractors, and contacts for records that you are maintaining in the Capture & Contracts domain. Manage Contract Vehicles Use this screen to enter and maintain contract vehicle codes. Manage Document Types Use this screen to enter and maintain document type codes that can be used for opportunities, contracts, subcontracts, and organizational conflict of interest (OCI) records. Manage Lead/Contact Relationship Types Use this screen to enter and maintain lead/contact relationship types. Manage Lead Rating Types Use this screen to enter and maintain lead rating types. Manage Lead Source Types Use this screen to enter and maintain lead source types. Manage NAICS Codes Use this screen to enter and maintain North American Industry Classification System (NAICS) codes that can be assigned to an opportunity, contract, or subcontract. Manage Leads and Contacts User-Defined Labels Use this screen to customize labels for the user-defined fields for leads and contacts. Parent Topic: Contract Management Controls HomeCapture & ContractsContract Management ControlsContract Management Controls