General Tab

Basic Info

Use this group box to specify basic information about the contract.

Field	Description
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 to select, the prime contractor that you want to link to the contract. The unlabeled field to the right displays the prime contractor name as a hyperlink that you can click to go to the Manage Contract Management Customer Info screen and view more information about the prime contractor.
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 to select, the contract vehicle type. Valid values are only those that exist on the Manage Contract Vehicles screen. Codes that display in the lookup have the Show in Lookup check box selected in Manage Contract Vehicles. Only codes that are available in the lookup can be used for new records in Manage Contracts. 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 to select, the contract status. Valid values are only those that exist on the Manage Contract Status screen. Codes that display in the lookup have the Show in Lookup check box selected in Manage Contract Status. Only codes that are available in the lookup can be used for new records in Manage Contracts. The unlabeled field to the right displays the description of the contract status.
Contract Type	Enter, or click to select, the contract type. Valid values are only those that exist on the Manage Contract Types screen. Codes that display in the lookup have the Show in Lookup check box selected in Manage Contract Types. Only codes that are available in the lookup can be used for new records in Manage Contracts. The unlabeled field to the right displays the description of the contract type. If you have set up Contract Type contract defaults, Costpoint automatically populates relevant fields in Manage Contracts based on defaults specified on the Manage Contract Defaults screen. Note, however, that defaults from the main opportunity linked to the contract still take precedence over defaults indicated in Manage Contract Defaults. For more information on the triggers and how Costpoint populates contract defaults, see Contract Default Triggers and Process Flow.
Project Type	Enter, or click to select, the type of project that you want to associate with the contract. If you have set up Project Type contract defaults, Costpoint automatically populates relevant fields in Manage Contracts based on defaults specified on the Manage Contract Defaults screen. Note, however, that defaults from the main opportunity linked to the contract still take precedence over defaults indicated in Manage Contract Defaults. For more information on the triggers and how Costpoint populates contract defaults, see Contract Default Triggers and Process Flow.
Created By	This field displays the user ID of the person who created the contract record. You cannot edit this field. The unlabeled field to the right displays the date when the record was created. This field is also not editable.
Modified By	This field displays the user ID of the person who last modified the contract record. You cannot edit this field. The unlabeled field to the right displays the date when the record was last modified. This field is also not editable.

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
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
Project Manager	Enter, or click to select, the ID of the employee who is the project manager for the contract. The unlabeled field to the right displays the employee name as a hyperlink that you can click to go to the Manage Contract Management Employee Info screen and view more information about the project manager.
Billing Analyst	Enter, or click to select, the ID of the employee who is the billing analyst for the contract. The unlabeled field to the right displays the employee name as a hyperlink that you can click to go to the Manage Contract Management Employee Info screen and view more information about the billing analyst.
Subcontract Admin	Enter, or click to select, the ID of the employee who is the subcontract administrator for the contract. The unlabeled field to the right displays the employee name as a hyperlink that you can click to go to the Manage Contract Management Employee Info screen and view more information about the subcontract administrator.
Contract Admin	Enter, or click to select, the ID of the employee who is the administrator for the contract. The unlabeled field to the right displays the employee name as a hyperlink that you can click to go to the Manage Contract Management Employee Info screen and view more information about the contract administrator.
Acquisition Agency	Enter, or click to select, the acquisition agency for the contract. The unlabeled field to the right displays the acquisition agency name.
Primary Agency	Enter, or click to select, the primary agency for the contract. The unlabeled field below this field displays the primary agency name.
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.
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.
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.

Business Unit and Organization

Use this group box to identify the business unit and organization that you want to assign to the contract.

If the contract is associated with an opportunity and that opportunity is already linked to a business unit/organization, that opportunity's business unit/organization defaults here.

Field	Description
Business Unit	Enter, or click to select, the business unit that you want to assign to the contract. Valid values are only those that exist on the Manage Business Units screen. The unlabeled field to the right displays the business unit description.
Organization	Enter, or click to select, the organization that you want to assign to the contract. If you do not specify a business unit or if there are no organizations linked to the business unit, you can enter or select any organization that belongs to your company and exists in the ORG table. The unlabeled field to the right displays the organization name.

Field

Description

Business Unit

Enter, or click to select, the business unit that you want to assign to the contract. Valid values are only those that exist on the Manage Business Units screen.

The unlabeled field to the right displays the business unit description.

Organization

Enter, or click to select, the organization that you want to assign to the contract. If you do not specify a business unit or if there are no organizations linked to the business unit, you can enter or select any organization that belongs to your company and exists in the ORG table.

The unlabeled field to the right displays the organization name.

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
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.

Costpoint Online Help