Contract Info Center Overview

Use the Contract Info Center to maintain all contract information such as the contract name and location, estimated and actual completion dates, and associated customers and contacts.

You also set up your Work Breakdown Structure (WBS) here as you create contracts, phases, and tasks.

Before you add contracts to your database, Deltek recommends that you:

  • Make decisions about your WBS, such as how many levels it will contain and the labels that you want to use for each level.
  • Review information about contract templates. In general, you use the Contract Template form to create and save templates with a pre-defined WBS, and enter data only in the fields that you want on each tab. You then access templates when you create new contract records. This saves time and helps to ensure the consistency and accuracy of your contract records.
  • Decide whether or not you want to specify contract defaults that automatically populate fields on the Contract Info Center form when you create a new record.

Related Topics:

  • Contract Templates
    You can create contract templates that meet your business needs. You can also use these contract templates to apply a WBS and its pre-defined field values when you create new contracts.
  • Contract Defaults
    If you establish contract defaults in General Configuration, GovWin Capture Management uses your default settings each time that you create a new contract record. You can then modify the values in the new record.
  • Primary Contacts and Customers on a Contract
    You can use primary contacts and customers in the Contract Info Center, to distinguish one contact or customer among many.
  • Work Breakdown Structures and Contract Records
    A Work Breakdown Structure (WBS) is a contract management tool that you use to organize the various components of work required to complete a contract.
  • Phase Task Icon Indicates Contracts with WBS Levels
    When you open a contract record in the Contract Info Center, the contract's name displays in the upper left corner of the record, above the Info Center tabs. If WBS levels are defined for the contract, a Phase/Task icon displays next to the contract's name.
  • Procedures for Contract Records
    While the details for working with records vary across Info Centers, the basic procedures are similar.
  • Procedures for Phase and Task Records
    While the details for working with records vary across Info Centers, the basic procedures are similar.
  • Screens
    Use Info Center screens and dialog boxes to create and work with records.
Parent Topic: Info Center Overview