Contract Defaults Overview

The Contract Defaults feature lets you create default values that automatically display in fields when you create a new contract. These default values make it easier to create contracts with values that you use on a regular basis. You can override contract defaults at any time.

For example, if all of your contracts are federal contracts, you could select this option in Contract Defaults. Then, when you create a new contract, this selection automatically displays in the Contract Info Center. Contract Defaults only apply to WBS1 level contracts.

GovWin Capture Management also uses contract default values when you create new contract templates. GovWin Capture Management applies default values to new contract templates in the same way that it applies default values to new contract records.

Only those tabs that are logical for defaults display in Contract Defaults: General, Dates and Costs, and Location. Certain standard fields and user-defined fields do not display on these tabs.

When you create a new contract in the Contract Info Center, GovWin Capture Management applies contract defaults in the following ways:

• If you create a contract using the New > New Contract option from the Contract Info Center toolbar, GovWin Capture Management applies all the contract defaults to the contract.
• If you create a contract from an opportunity, certain values (such as contract type) are determined by values in the opportunity record. For fields not pulled from the opportunity record, GovWin Capture Management uses contract defaults.
• If you make a copy of a contract and use it as the basis for a new contract, GovWin Capture Management uses the field information of the existing contract. In this case, GovWin Capture Management does not use contract defaults.
• If you create a contract with a contract template, GovWin Capture Management uses the field information of the template. In this case, GovWin Capture Management does not use contract defaults.