Contents of the Manage Contract Management Roles Screen
Use the fields and options to configure the Manage Contract Management Roles screen.
Table Window
Use this table window to view and/or enter contract management roles. Click New to add a new line.
| Field | Description |
|---|---|
| Role Code |
Enter a role code. There are several Costpoint-defined role codes that display automatically in this field. You cannot modify or delete these codes. For user-defined codes, once the code is assigned to an employee, customer, contact, or member of a team, you will not be able to delete it on this screen. |
| Role Description | Enter a description for new role codes. For existing codes, you can modify this field for both user- and system-defined role codes. |
| Employee | Select this check box to make this role code available in the lookup of employee roles in various screens in the Contracts domain. Only those role codes that are available in the lookup can be used for new records on those screens. |
| Customer | Select this check box to make this role code available in the lookup of customer roles in various screens in the Contracts domain. Only those role codes that are available in the lookup can be used for new records on those screens. |
| Competitors | Select this check box to make this role code available in the lookup of the Role Description field on the Opportunity Teammates/Competitors subtask of the Manage Opportunities screen, if Competitor is selected in Teammate/Competitor on that subtask. Only those role codes that are available in the lookup can be used for new records on that subtask. |
| Contacts | Select this check box to make this role code available in the lookup of contact roles in various screens in the Contracts domain. Only those role codes that are available in the lookup can be used for new records on those screens. |
| Subcontractors | Select this check box to make this role code available in the lookup of subcontractor roles in various screens in the Contracts domain. Only those role codes that are available in the lookup can be used for new records on those screens. |
| Source | This field displays System (system-defined code) or User (user-defined code). You cannot modify this field. |