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.

For example, you can create templates for contracts based on the type of contract work, the office location of the capture manager, or the team responsible for the job. You set up contract templates in General Configuration.

After you set up the contract templates, you use the Contract Info Center form to create new contract records. You select the contract template on which to base the new record, which initially contains all the WBS levels and field data defined in the selected template. You then modify the data in the new record.

Use contract templates in the following situations:

• To save time when you create new contract records.
• To ensure that all new contract records are set up with the proper WBS structure.
• To ensure the uniformity of data in your contract records.