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Re: Centralizing Contract Workspace Creation

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Hi Tania,

 

We've deployed a very basic contract management solution.

  1. Requests are done via a word doc and sent to mailbox
  2. Contracts are loaded to CWS by central staff (few people) and they are the owner of the CWS.
  3. We add the business owner to the notification fields and also on the team member tab into a predefined role "Business Owner".
  4. It's possible to report on CWS with two facts - Contract (Procurement) + Project Member where role = "Business Owner", then you get contracts per business owner. There is a limitation - you cannot create calculate user defined fields in the report when you are using more than one reporting fact.
  5. Note - I do not think you can report on contact for "expiration contact" and "notification contact" from the CWS header fields.
  6. You can change the fields using mass edit projects - which is useful when owners change jobs.

 

We should look into contract requests and see if that could streamline our process.

 

Br

Chr


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