Costpoint Online Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Manage Contracts

Use this screen to set up and manage information about your contracts.

Contract information that you can maintain on this screen include contract name and description, contract classification, customers and contacts associated with the contract, contract modifications, and contract period of performance dates. You can also specify the employees, contractors, and subcontractors who will be working on the contract. Fields for rating supplier/vendor performance are available on this screen as well.

You can add task orders, activities, and documents related to the contract. You can also indicate procurement regulations that apply to the contract, as well as provisions and limitations specified in the contract.

You can use this screen to initiate a contract and link it to the opportunity once you win the opportunity. You can associate the contract to a single or multiple opportunities. If you are using a Costpoint opportunity, you can select the Costpoint Opportunity check box on the Identification group box of this screen to have Costpoint validate your entries against the values already set up for the Costpoint opportunity you are linking to the contract. When you indicate a main opportunity ID on this screen, Costpoint pulls as much information from the Costpoint opportunity entered on the Manage Opportunities screen to lessen double entry of data.

This screen also allows you to create a contract for an opportunity that does not exist in your Costpoint database. Do not select the Costpoint Opportunity check box so you can manually enter opportunity IDs and names that will not be validated.

You can use this screen to create projects that you want to associate with the contract. Through the Project Initialization subtask, you can initialize or update projects with additional data available in the CRM & Contracts domain. Projects associated with the contract display on the Projects Linked subtask on the General tab. Once you have linked projects to the contract, you can use the Modifications tab and the Contract/Project Modifications subtask on this tab to view, create, and/or update signed and funded value modifications as well as period of performance dates for the contract or the project related to the contract.

This screen has the following tabs:

  • General: Use this tab to enter, edit, or review general information about the contract.
  • Classification: Use this tab to specify the small business unit or industry classifications as well as procurement regulations associated with the contract.
  • Contract Info: Use this tab to indicate the regulations that apply to the contract, identify limitations and provisions specified in the contract, and enter other background information about the contract.
  • Team: Use this tab to identify the employees, contractors, and other resources who are working or will possibly work on the contract. You can also use this tab to specify the labor rates that will be used in the contract, as well as labor categories and requirements.
  • Customers/Contacts: Use this tab to link one or more customers or contacts to the contract.
  • Dates: Use this tab to enter, edit, or review dates for the contract.
  • Modifications: Use this tab to enter and track contract modifications.
  • Supplier/Vendor Rating: Use this tab to assign or review supplier/vendor ratings for suppliers/vendors associated with the contract.
  • Contract Close Out: Use this tab to enter and manage contract closeout dates and information.
Note: This application is available only if you are licensed for CRM & Contracts.

For More Information

Title Description

Contracts Overview Clickguide

View this guide to learn about the purpose, key fields, and options of each tab, and how contracts relate to opportunities, projects, activities, and more.

Contract Management Mapping Guide

This guide provides a mapping of database tables and columns/fields between opportunity, contract, and subcontract records in Costpoint. It also includes information that flows down into a project when that project is initialized from an opportunity or contract record.

Costpoint Mobile Features

If you are using Costpoint 8.1 or higher and you access this screen in a mobile device, additional functionalities are available. For example, you will be able to use List View (where records are displayed in a consolidated list) and display saved query tabs. See the Costpoint Mobile Features section of the online help for more information.