Linking Contracts to Tasks

You can link an Emptoris® Contract Management contract to a task and view the contract details from Emptoris Program Management. You can also link a contract that is created in Emptoris Program Management to a task.

Before you begin

Ensure that the following prerequisites are met before you link a contract to a task:

Contracts must be available in Emptoris Contract Management and the user must have the permission to search and get contract details in Emptoris Contract Management.
The user must be enabled for both Emptoris Program Management and Emptoris Contract Management.
In Emptoris Program Management, the user must have permission to create or edit tasks. The user can then search for contracts and link a contract to a task.
The task form is not in Edit mode.
The task is not in Completed or Closed status.
The task is not already linked to a contract.

About this task

When you search for a contract that is to be linked to a task, the contracts that are returned from search are determined by the search criteria and the user permissions in Emptoris Contract Management. If the user is enabled for Emptoris Contract Management, the Go to Contract link is displayed when a task is linked to a contract.

Before you save a task, if you link the task and then change the task type, the link information is not visible.

Procedure

To link a contract to a task within a project, complete the following steps:

From the Program Management tab, click Projects > All Projects.
Click the Name hyperlink to open the project within which the task is to be created.
Note: A Project can have multiple contract tasks that are linked to different or same contracts.
Click Tasks > Create.
Select the type of task as Contract from the Type list.
Note: If the Emptoris Contract Management application is not installed in your environment, the Contract task type is not available for selection. You also cannot change the Type after you save the task.
In the Related Data section, select the contract to be linked.
Note: Only one contract can be linked to a task. However, you can link one contract to multiple tasks or requests.
Click Save.

Results

After a task is created, you can modify the link by editing the task.

What to do next

After you link a contract, click Go to Contract under the Related Data section of the task to open the contract in Emptoris Contract Management.

You can also view the linked contract by clicking the Contract Link hyperlink from the Tasks list. If the Contract Link column is not available in the Task table, you can customize the Task table by navigating to Options > Customize table, and add the Contract Link column.