Registering a Contract
A contract is an agreement between two parties, which undertake to comply with what was agreed between them, under certain conditions.
The contract may be of type contract (contract between the provider of type service provider and external customer), operational level agreement (internal agreement between departments of the same organization, an internal provider with the internal client), or underpinning contract (contract between the external provider and internal client).
This feature provides a variety of actions, such as including, changing, and deleting a contract.
Before getting started
Before registering a contract, it is necessary:
To register previously the provider, client, currency, and the operating condition.
Procedure
- Access the main menu Processes > Portfolio and Catalog Management > Contract Registration;
- Complete the fields available;
- Click on "Save".
Name | Type | Objective |
|---|---|---|
Contract Service Level Agreement | Link | It allows you to specify what was agreed in the contract between the service provider and the client |
View Complexity by Contract | Link | It allows you to identify the complexity values related to the operational costs of the contract |
Contract Profiles | Link | It allows you to define the profiles of professionals that will be fundamental for the development of a project related to the contract. |
User Groups | Link | It allows you to link groups to the contract |
Contract Products | Link | It allows you to specify the project deliverables related to the contract |
Communication Matrix | Link | It allows to define which documents will be communicated, to which stakeholders, at what frequency (when), and by what means (how) |
Contract Formula | Link | It allows you to link formulas to the contract. These formulas are used to obtain the value of the total cost of the contract service activities |
Business Units | Link | It allows you to link business units to the contract |
Contract Attachments | Link | It allows you to attach files to the contract |