General Tab
Use this tab to enter, edit, or review general information about the contract.
Basic Info
Use this group box to specify basic information about the contract.
Field | Description |
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Long Name |
Enter the long name for the contract. By default, this displays the Contract Name value. If the contract is associated with an opportunity (that is, the Costpoint Opportunity check box is selected for the contract), this field defaults to the opportunity name. The value in this field can be edited or deleted at any time. |
Prime Contractor |
Enter, or click
The unlabeled field to the right displays the prime contractor name. |
Master Contract No | Enter the master contract number if this contract record is under an indefinite delivery/indefinite quantity contract or similar "master" contract. |
Subcontract | Select this check box if this contract is a subcontract. |
Subcontract No | If you selected the Subcontract check box, enter the subcontract number in this field. |
Purchase Order No | Enter the applicable purchase order number associated with the contract. |
Contract Vehicle |
Enter, or click
The unlabeled field to the right displays the contract vehicle description. |
Task Order No |
Enter the applicable task order number associated with the contract. If the main opportunity linked to the contract is a Costpoint opportunity, this field defaults to the task order number associated with the opportunity in Manage Opportunities, but can be edited. If you have parent-child contract records, the value in this field serves as the child and the Prime Contract No value in the Identification group box serves as the parent. This is important when you want to link Indefinite Delivery/Indefinite Quantity (IDIQ) and Blanket Purchase Agreement (BPA) type contracts to contracts awarded under these higher-level types of contracts. |
Primary Work Location | Enter the primary location where the work is to be performed by the contractor. |
Contract Status |
Enter, or click
The unlabeled field to the right displays the description of the contract status. |
Contract Type |
Enter, or click
The unlabeled field to the right displays the description of the contract type. |
Project Type | Enter, or click
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Date Last Modified | This field displays the date on which the contract record was last updated. |
Secondary Project Types
Use this group box to select other project types that you want to associate with the contract. You can select more than one project type.
Field | Description |
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BPA | Select this check box if the contract is a blanket purchase agreement type of contract. |
CPAF | Select this check box if the contract is a cost plus award fee (CPAF) contract. |
CPIF | Select this check box if the contract is a cost plus incentive fee (CPIF) contract. |
CPFF | Select this check box if the contract is a cost plus fixed fee (CPFF) contract. |
CR | Select this check box if the contract is a cost reimbursable (CR) contract. |
CS | Select this check box if the contract is a cost sharing (CS) contract. |
FFP | Select this check box if the contract is a firm fixed price (FFP) contract. |
FFI | Select this check box if the contract is a firm fixed price incentive (FFP) contract. |
FPLOE | Select this check box if the contract is a firm fixed price level of effort (FPLOE) contract. |
IDIQ | Select this check box if the contract is an indefinite delivery/indefinite quantity (IDIQ) contract. |
TM | Select this check box if the contract is a time and materials (TM) contract. |
Other | Select this check box if the project type falls in a category other than those listed in the group box. In the field to the right, enter the description of the project type. |
Contact Info
Use the fields in this group box to indicate contact information for the contract.
By default, only employees with a status of Active are displayed in the lookup of the Project Manager, Billing Analyst, Subcontract Administrator, and Contract Administrator fields, but you can manually enter employees with a status other than Active. You can also use the Status query condition option on the Query tab of the Query dialog box of these fields to search for employees with other statuses.
You can use this group box to specify the anticipated contract value and, if the contract is performing at risk, select the Contract is at Risk check box.
Field | Description |
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Project Manager | Enter, or click
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Billing Analyst | Enter, or click
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Primary Agency | Enter, or click
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Subcontract Administrator | Enter, or click
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Contract Administrator | Enter, or click
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Acquisition Agency | Enter, or click
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Cognizant DCAA Office | Enter the Defense Contract Audit Agency (DCAA) office that has audit cognizance and financial advisory services for your company. |
Anticipated Contract Value | Enter the anticipated contract value. |
Contract is at Risk | Select this check box if the contract is performing at risk. |
Alert Sent | Select this check box if an alert was sent. For example, if you have informed via email the project manager or contract administrator of the contract status, you can select this check box to indicate that an alert was already sent. |
View Financial Information | This field displays the contract ID as a hyperlink that you can click to open the View Contract Financial Information screen and see more about the contract's financial information. |
Purpose of Contract
Use this text box to enter general information about the contract or to state the purpose of the contract.
Subtasks
Subtask | Description |
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Additional Task Orders | Use this subtask to view additional task orders associated with the contract. |
Additional Opportunities | Use this subtask to associate additional opportunities to the contract. |
Projects Linked | Use this subtask to view information about the projects linked to the contract. |
Subcontracts | Use this subtask to view general information on subcontracts linked to the contract. |
Activities | Use this subtask to enter and view activities related to the contract. |
Documents | Use this subtask to enter and view documents attached to the contract. |
User-Defined Info | Use this subtask to enter, edit, and view values for user-defined fields for a contract. |
Project Initialization | Use this subtask to create or initialize projects, and link these projects to the contract. |