Setting up a Master Service Agreement Template

If you have set up a company-level Master Service Agreement (a company-level cost subtype commit BP), you must then set up a summary template to enable validation against individual commit BPs that reference the Master Service Agreement.

To set up the summary template for a Master Service Agreement:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Company Workspace > Business Process Setup. The Business Processes log opens.
  3. In the log, double-click the name of the Master Service Agreement business process. A setup log opens.
  4. On the log, select the business process, and click the Summary Template button.
  5. You may add additional columns as needed. Click Columns, and then click New. Complete the Column Properties. The data source choices for columns include:
    • Single source: All active cost BPs for your company (and their statuses), regardless of project. You determine which statuses you want to appear on the sheet. If you import and set up cost BPs that might reference the Master Service Agreement, be sure to add them to the summary sheet template to track them against the total.
    • Logical source: Total commits and remaining balance. These should be set up as formulas, where total commits is the sum of the commits that you added as columns, and the remaining balance is the difference between the original amount and total commits.

To enable validation, include a total commits column to keep track of commit BPs that reference the Master Service Agreement, and a remaining balance column to ensure that you do not exceed the original amount.


Last Published Wednesday, June 26, 2024