Add a Contract Type

Incorporate a new contract type into a designated project to effectively manage contractual information specific to that project. Users utilize these contract types during the creation of contract items. Examples of contract types include Requests for Information (RFI), Change Orders (CO), and Submittals, each tailored to capture and categorize distinct aspects of project-related contractual elements.

To add a contract type:

1. Navigate to the Workflow Zone.
   If the Workflow tab is not visible on the main header bar, click more to access the additional zones.
2. Click the System Actions tab.
3. In the Contract Management section, click Configure Contract Management.
4. On the Manage Contract Management Settings screen, click on the Contract Management Types header.
5. On the Add Contract Management Type screen, enter a name and description for the contract type.
6. From the Type Group list, select the type of contract communication.
7. Click Create.
8. On the Manage Contract Management Type screen, enter the required details for the contract type.
   For information, see Contents of the Manage Contract Management Type Screen.
9. Click Finish.

Post-requisites: After you create a contract type, click to edit it in order to populate any remaining mandatory fields. All mandatory fields must be populated before users can use the contract type to create contract items. For information, see Edit a Contract Type.