Hi everyone,
I'm thinking of using the Plans function for contract management. I've done some planning on plans, and I think we can track all the key steps of a contract cycle in the system. I'd be keen to discuss the approach taken by anyone else that has done similar.
It's clear to me what the action steps would be, and I intend to add the 12 to each open contract issue, red flagged and mark complete as we get there.
But I'm not sure how I can put some of the default fields up at the top to good use. So would be great to hear any suggestions.
Here's the rough very incomplete plan that I wrote up yesterday for interest.
CONTRACT MANAGEMENT STEPS – PLANS TESSITURA
We need to record:
· Year the contract relates to
· Department
· Type of contract?
· Project
· Expenditure / Income
· Invoiced
· Invoice paid
· Ongoing?
Campaign
2014-15 Contracts2014-15 Ongoing
Designation
Fund
Type
Status
· Discussions, Negotiation, Signing, Executed, Filed, Active, Closed.
Plan Source
Priority
Plan Steps
1. Terms Discussions begun
2. Draft Contract sent / received
· Include notes on whose contract used
3. Agreement on terms
4. Final Contract sent / received
5. Signed by ACMI
6. Signed by other party
7. Fully executed
8. Fully executed contract Sent / Received
9. Contract entered onto Tessitura
10. Contract scanned
11. Contract Filed
· Include note on where
12. Post Contract Analysis