How to... Learn the step-by-step instructions for managing contractual information. Related Topics:Contract Management Administration You can configure the default contract management settings for all projects within your organization, and manage the contract types that are available. Configuring Contract Management Settings for Projects For each project, you can configure a number of contract management settings, such as the logo, report template, and which contract items you want to make available. Viewing Contract Items You can use the contract management dashparts in the Personal Zone to view your contract items by project and status. Create a Contract Item for a Project You can create a contract item against a project, such as a RFI or an instruction, and send it to one or more selected recipients on the project. Some items may require approving before they are sent to recipients. Resend Requests for a Contract Item You can resend notification requests to recipients assigned to a contract item. For example, this is useful if an item is overdue, and you want to remind one or more recipients to respond. Review a Contract Item Some contract types require approval before they can be assigned to nominated recipients. If your role permits you to approve contract items, any items that require your approval display in your CM Notifications Dashpart. You may also receive an email notification. You choose to either approve or reject items. Responding to Contract Items Contract items require a response from one or more assigned recipients. If you are a recipient on a contract item, you receive an email notification to request your response, and the item is added to your CM Notifications dashpart in the Personal Zone. Complete a Contract Item Some contract item types may require completing after the required response(s) have been added. If you have a role that allows you to complete contract items, you close an item to prevent any further responses from being added. Revert a Completed Contract Item You can revert a completed contract item back to the response stage. This is used when you want to allow recipients to add additional responses. When you revert a contract item, all recipients are notified that the item is open again for responses. Reporting on Contract Items A number of reporting options are available to help you to manage contractual information for a project. A basic report provides a summary for multiple contract types, and a more detailed report is available if you want to report on a single contract type. You can also create a live Excel report for all contract items for a single project, which you can update at any time with current live data. You can also print contract items. Parent Topic: Managing Contractual Information HomeDeltek PIM HelpManaging Contractual InformationHow to...
How to... Learn the step-by-step instructions for managing contractual information. Related Topics:Contract Management Administration You can configure the default contract management settings for all projects within your organization, and manage the contract types that are available. Configuring Contract Management Settings for Projects For each project, you can configure a number of contract management settings, such as the logo, report template, and which contract items you want to make available. Viewing Contract Items You can use the contract management dashparts in the Personal Zone to view your contract items by project and status. Create a Contract Item for a Project You can create a contract item against a project, such as a RFI or an instruction, and send it to one or more selected recipients on the project. Some items may require approving before they are sent to recipients. Resend Requests for a Contract Item You can resend notification requests to recipients assigned to a contract item. For example, this is useful if an item is overdue, and you want to remind one or more recipients to respond. Review a Contract Item Some contract types require approval before they can be assigned to nominated recipients. If your role permits you to approve contract items, any items that require your approval display in your CM Notifications Dashpart. You may also receive an email notification. You choose to either approve or reject items. Responding to Contract Items Contract items require a response from one or more assigned recipients. If you are a recipient on a contract item, you receive an email notification to request your response, and the item is added to your CM Notifications dashpart in the Personal Zone. Complete a Contract Item Some contract item types may require completing after the required response(s) have been added. If you have a role that allows you to complete contract items, you close an item to prevent any further responses from being added. Revert a Completed Contract Item You can revert a completed contract item back to the response stage. This is used when you want to allow recipients to add additional responses. When you revert a contract item, all recipients are notified that the item is open again for responses. Reporting on Contract Items A number of reporting options are available to help you to manage contractual information for a project. A basic report provides a summary for multiple contract types, and a more detailed report is available if you want to report on a single contract type. You can also create a live Excel report for all contract items for a single project, which you can update at any time with current live data. You can also print contract items. Parent Topic: Managing Contractual Information HomeDeltek PIM HelpManaging Contractual InformationHow to...