Initial Setup Tasks Overview

Here's a summary of the basic tasks that you must do to set up Enterprise Contracts, before you begin configuring the application.

Note: This playbook covers setup concepts at a very high level. For the initial setup steps for Enterprise Contracts, see How do I configure Enterprise Contracts?.
  • Create an implementation project
  • Enable the Enterprise Contracts offering
  • Configure the Enterprise Contracts offering
  • Enter setup data using assigned tasks
  • Opt in to features
  • Select functional areas