Contents of the Manage Contract Deliverables Screen
Use the fields and options to configure the Manage Contract Deliverables screen.
Contents
| Field | Description |
|---|---|
| Contract Number | Enter, or click After you enter the contract number, the contract name displays as a clickable link in the adjacent unlabeled field. Selecting this link opens the Manage Contracts screen, where you can view additional details about the contract. |
| Contract Start Date | This field displays the contract start date. |
| Contract End Date | This field displays the contract end date. |
Deliverables
| Field | Description |
|---|---|
| Deliverable Number | This field displays the auto-generated sequence number for the deliverable, but you can modify it before saving the record. Once you save the record, this field will be disabled. If you manually change the deliverable number, the next auto-assigned number will follow the updated sequence. For example, if 1 and 2 exist and you set the next deliverable to 4, Costpoint will assign 5 to the following record. |
| Group Number | This field displays the group number that links recurring deliverables. When recurrence is added to a deliverable, Costpoint assigns a Group Number starting at 1. All deliverables generated from that recurrence share the same Group Number, linking them together. Each instance receives a unique Deliverable Number that increases sequentially. For example, if you have Deliverable 1 and set it to recur monthly for three months, Costpoint creates three records: Deliverables 1, 2, and 3, all under Group Number 1. If you create a new recurrence afterward, it starts with Deliverable 4 and Group Number 2, and so on. |
| Deliverable Type | Enter, or click  to select, the deliverable type. Valid values are only those that exist on the Manage Contract Deliverable Types screen. Codes that display in the lookup have the Show in Lookup checkbox selected in Manage Contract Deliverable Types. Only codes that are available in the lookup can be used for new records in Manage Contract Deliverables. |
| Status | Select the current state of the deliverable. Valid options include:
Not Started is selected by default, but you can change it. |
| Description | Enter a description for the deliverable. |
| Amount | Enter the amount of the deliverable. |
| Deliverable Owner | Enter, or click After you enter the employee ID, the adjacent unlabeled fields display the employee's name as a hyperlink and the employee email address. Clicking the name opens the Manage Contract Management Employee Info screen, where you can view additional details about the employee record. |
| Additional Emails | Use this field to specify additional recipients for reminder notifications. You may enter multiple email addresses, separated by semicolons (;). Costpoint validates each entry to ensure it follows a proper email format. Reminder emails will be sent to these addresses along with the assigned Deliverable Owner when the notification criteria are met. |
| Reminder | Select this checkbox to enable email notifications for the deliverable. When you enable email notifications, Costpoint uses the configured reminder frequency and duration to determine when to send an email alert. Notifications are sent to the assigned Deliverable Owner and any additional recipients listed in the Additional Emails field. The reminder is triggered based on the Original Due Date of the deliverable or the Revised Due Date, if provided. |
| Reminder Duration | Use this drop-down list to specify how far in advance the reminder email should be sent. This field is enabled only when the Reminder checkbox is selected and defaults to a value of 1. Available values depend on the selected Reminder Frequency:
Costpoint uses this duration, along with the Original Due Date (or the Revised Due Date, if provided) and Reminder Frequency, to determine when to send the notification. |
| Reminder Frequency | Select the interval to be used for sending reminder emails. This drop-down list is enabled only when the Reminder checkbox is selected. Available options include:
Day(s) is selected by default, but you can change it. |
| Last Notified | This field displays the date when Costpoint last sent a reminder email for the deliverable. This field is automatically updated when the Contract Deliverable Reminder checkbox is selected during processing in the Contract Notification Preprocessor application. If the Reminder checkbox, Reminder Frequency, or Reminder Duration is modified, this field is cleared to ensure accurate notification timing. This field is view-only and cannot be edited. |
| Make Recurring | Select this checkbox to enable recurrence setup for the deliverable. Once you select this checkbox, the fields on the Contract Deliverable Recurrence subtask become active, enabling you to define a recurrence pattern (for example, daily, weekly, or monthly). |
| Recurrence | This field displays the recurrence information for the deliverable as defined on the Contract Deliverable Recurrence subtask. For example, this may say "Every 2 week(s) on Monday effective 09-01-2025." |
Due Date
| Field | Description |
|---|---|
| Original | Enter, or click  to select, the original due date of the deliverable that was agreed upon in the contract. If the specified due date is on or before the current system date, this field displays in red. This date is used to determine when to send notifications if the Revised Due Date is not provided. |
| Revised | Enter, or click to select, the revised due date of the deliverable. This is useful when a deliverable needs to be rescheduled due to project changes, client requests, or internal delays. The Revised Due Date becomes the new basis for tracking and notifications, while the Original Due Date remains stored for reference. |
Date
| Field | Description |
|---|---|
| Delivered | Enter, or click to select, the date on which the deliverable was delivered to the customer. |
| Accepted | Enter, or click to select, the date on which the deliverable was accepted by the customer. |
Customer
| Field | Description |
|---|---|
| Code | Enter the customer code for this deliverable. You can enter up to 15 alphanumeric characters. |
| PO Number | Enter the purchase order (PO) number associated with this deliverable. |
| Work Order Number | Enter the work order number associated with this deliverable. |
Contents
| Field | Description |
|---|---|
| Notes | Use this text box to enter notes regarding the deliverable. All notes are stored and are available for reporting purposes. |
| Download Outlook (.ics) | This button is available only in Form view. Use it to download an .ics calendar file containing the deliverable's due date and related details. You can open the file directly from your browser or local Downloads folder and then save it to your Outlook calendar as-is or make edits before finalizing. If a Deliverable Owner is assigned and has an email address indicated on the screen, the owner will be listed as the Organizer of the calendar event. After opening the .ics file, click Accept to add the deliverable due date to your Outlook schedule. |
Subtask
| Subtask | Description |
|---|---|
| Contract Deliverable Recurrence | Use this subtask to define recurrence settings for the contract deliverable. |