Contract Templates Setup Overview

Use contract templates to create new contracts with pre-defined work breakdown structure (WBS) and field values.

After your firm decides how to structure the WBS, contract templates are an efficient way to ensure that contracts created by users at your firm conform to this structure. Templates provide a baseline for new contracts, which you can then modify to meet the needs of individual contracts.

In addition to creating new contract templates from scratch, you can also create templates in the following ways:

  • Copy an existing contract template. You can then edit the copied template to create a new contract record.
  • Copy an active contract template. You can then edit the copied template to create a new template.
  • Copy an existing contract record. You can then edit the copied record to create a new template.

Related Topics:

  • Procedures
    You can create, modify, or delete contract templates.
Parent Topic: General Configuration Overview