Creating Contract Templates

You can create a contract template.

Required access roles:

  • Baseline: Leader
  • App-specific: Contracts Manager

Before you begin: List the app categories for Program and Contract Management.
See Also
Creating a Contract
Opening a Contract
  1. To create a contract template, do one of the following:
    • From the top bar, click Add .
    • Click Program Mgmt > Contracts.
    • Click Create Contract Template > Create New, Copy From, or From Template.

    Or

    • In the navigation pane, click Program Mgmt > Contracts > Contract Templates.
    • From the page Actions menu or toolbar, click Contract Templates > Create New, Copy From, or From Template .
  2. Enter the following information:
    Field NameDescription
    Contract Template SourceClick to search and select the source for the contract template. This field is only available if creating a contract template from a copy or from a template.
    TypeContract Template is the type.
    NameEnter the name for the contract template or select the check box to automatically name the contract template.
    PolicySelect the policy that governs the contract template lifecycle. This field is available if creating a contract template from a template or from a new form.
    DescriptionEnter a detailed description of the contract template.
    ProgramClick to select the program associated with the contract template.
    Business UnitClick to select the business unit associated with the contract template.
    Customer NameClick to select the customer associated with the contract template.
    Governing Project TemplateClick to select the governing project template.
  3. Click OK.

The new contract template is listed on the Contract Templates page.