Costpoint Online Help

Using the Help Search
Using the Help Search
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Contracts Tab

Use this tab to control whether users can create and/or update project modifications in contract and/or subcontract records in the CRM & Contracts domain.

Note: This tab is visible only if you are licensed for Costpoint CRM & Contracts.

Contract Modifications

Use this group box to establish settings for project modifications in contracts.

Field Description
Allow Creation of New Project Modifications Select this check box to enable creation of project modifications on the Modifications tab of the Manage Contracts screen. When you select this check box, users can add new modifications for projects linked to contracts.

The value of this check box defaults to the Create New Project Modifications check box on the Contract/Project Modifications subtask on the Modifications tab of Manage Contracts.

Allow Override This check box is enabled only if you select the Allow Creation of New Project Modifications check box.

Select this check box to allow users to override the selection for the Create New Project Modifications check box in Manage Contracts. For example, if you select the Allow Creation of New Project Modifications and Allow Override check boxes, users have the option to clear the Create New Project Modifications check box for a specific contract record to disable creation of new project modifications for that record.

If you have selected the Allow Creation of New Project Modifications and Allow Override check boxes, and subsequently clear the Allow Creation of New Project Modifications check box, Costpoint automatically clears the Allow Override check box upon saving.

Allow Update of Existing Project Modifications Select this check box to enable updating of existing project modifications in contract records in the CRM & Contracts domain. When you select this check box, users can modify existing modifications for projects linked to contracts on the Manage Contracts screen.

Subcontract Modifications

Use this group box to establish settings for project modifications in subcontracts.

Field Description
Allow Creation of New Project Modifications Select this check box to enable creation of project modifications on the Modifications tab of the Manage Subcontracts screen. When you select this check box, users can add new modifications for projects linked to subcontracts.

The value of this check box defaults to the Create New Project Modifications check box on the Subcontract/Project Modifications subtask on the Modifications tab of Manage Subcontracts.

Allow Override This check box is enabled only if you select the Allow Creation of New Project Modifications check box.

Select this check box to allow users to override the selection for the Create New Project Modifications check box in Manage Subcontracts. For example, if you select the Allow Creation of New Project Modifications and Allow Override check boxes, users have the option to clear the Create New Project Modifications check box for a specific subcontract record to disable creation of new project modifications for that record.

If you have selected the Allow Creation of New Project Modifications and Allow Override check boxes, and subsequently clear the Allow Creation of New Project Modifications check box, Costpoint automatically clears the Allow Override check box upon saving.

Allow Update of Existing Project Modifications Select this check box to enable updating of existing project modifications in subcontract records in the CRM & Contracts domain. When you select this check box, users can modify existing modifications for projects linked to subcontracts on the Manage Subcontracts screen.