Manage the Contract Management Settings for a Project

Tailor the contract settings for each project to align with its unique characteristics. This includes customizing details like the project name, logo for use on contract items, report templates, and more. Additionally, you can selectively choose the contract item types available for use within a specific project, ensuring a personalized and project-specific configuration.

To manage the contract management settings for a project:

1. Navigate to the project.
   You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
2. Click the Contract Management tab.
   If the Contract Management tab is not visible on the header band, click more to display additional menu items.
3. Click .
4. Modify any of the settings, as required.
   For information, see Contents of the Contract Management Project Settings Screen.
   Note: If the system roles selected for completing or approving contract items are changed in the general contract management settings, click to update the completers and approvers on all existing contract management items for a particular contract type.
5. In the Available To Project / Reference Offset table, select or deselect the contract management item types that you want to make available for the project.
   For information, see Contract Management Item Types.
6. Optional: Enter a number in the Offset column for any items that you want to offset the reference number. The reference offset is applied to the first item that is created for the project for the item type.
   Note: You cannot change the reference offset for any contract item types that have already been created for the project.
7. Click Save Settings.