Contract Settings are accessible under the Contracts section in the left-hand menu. These settings are only accessible to the Organization Admin:
When you enter the Settings section you will see two tabs:
In the second tab, you can create your own Contract Types as an Organization Admin.
Users can assign Custom Contract Fields to either be applied to all contracts or specific Contract Types.
For example, you could create an "IT / Software" Contract Type then add a custom Field "# of Licenses" on it. Now when a user creates a Contract they will only need to fill in the # of Licenses when it is an "IT / Software" contract.
Custom Contract Fields
In the first tab, you can add your own Fields to a Contract beyond the default attributes in Bonfire.
There are seven Value Types to choose from, these attributes enforce validation when the user enter values on the contract:
- Short Text: A single line of text
- Long Text: Multi-line text
- Options (dropdown list)
- Automatic Increment: Increments a certain value with the creation of each new contract
If you assign a Custom Field to one or more Contract Types, it will only appear when creating a Contract of that specific Contract Type, otherwise, it'll appear for all contracts.
In the example below there are five custom Contract Fields that have been defined (Sourcing Type, DBE Status, etc...). End/Start date, as well as Value, are both default fields.
The Required? option allows you to determine whether a custom contract field will be mandatory before a contract can be saved.
The Adjustable option allows you to specify whether a field may be changed or modified at a later date. You'll notice that by default, "Start/End Date" as well as the contract "Value" are all adjustable fields (and this cannot be changed).
An adjustable contract field can be changed through contract terms or change orders (more on that here).
If a field is not adjustable, then it is an attribute of the contract which can then be edited in the Edit Contract window.
The Public option allows you to specify whether a custom contract field is public or not if you have Public Contracts enabled on your Portal.
The Allow Multiple Options? option only applies to fields with a value type of Options. If an Options field has Allow Multiple Options? turned on, this means that more than one of the specified options can be selected. In the example above, this would mean that a contract could apply to any combination of the IT, Admin, and Maintenance Cost Centers.
To create a new contract field, click on the Add a Custom Contract Field button and fill in the Add a Custom Contract Field modal:
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