Manage Contract Types
In the process of creating a contract management item for a project, users select a contract type, ranging from options like Requests for Information (RFI), Non-Conformance Correspondence (NCC), Change Orders (CO), and more. As an administrator, you have the capability to add, edit, and delete contract types, thereby controlling the available options for managing contractual information across projects.
- Related Topics:
- 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. - Deploy a Contract Type
Save time by deploying contract management item types from a predefined list of common processes, allowing for automatic configuration. Note that a maximum of five item types per group can be deployed. To deploy a contract type, you require certain information, such as contact roles for approval and completion (if needed), a sender email address, and designated document pool(s) for publishing documents and emails to. - Edit a Contract Type
Edit a contract type to update settings, with the choice to apply changes to new items exclusively or to both new and existing items. - Delete a Contract Type
If a contract type becomes obsolete, you have the option to delete it from the system. Notably, when a contract type is deleted, any items previously created under that type are retained within the system for record-keeping purposes, ensuring a comprehensive audit trail of contractual activities.
Parent Topic: Contract Management Administration