This article provides step-by-step instructions for creating a new contract , adding contract details and required parties, and publishing it in Contracts Monitor (CM). Use this process when you need to formally log a new agreement within the system.

Prerequisites

You must have the necessary permissions to create contracts in Contracts Manager. Note that organisations have a specified finite amount of contracts (licenses) that can be created in their account. If a CM Administrator needs to increase the number of licenses, they must contact their CSM.

Steps

Step 1: Start a New Contract

1. Click the Enter a new contract link on your homepage.
   
   
2. Click the Real contract button.
   • Note: Review the dot-points under the Create a Real Contract section for information about your organisation's CM account.

Step 2: Enter Contract Details

1. On the Contract Details page, enter the following information:
   • Contract Title: Free-text field for the name of the contract.
   • Your Reference: Free-text field where you can input your internal reference number.
   • Brief Contract Description: Free-text entry field where a brief description of the contract can be inputted.
   • Contract Date: Click the field to select the date the contract was signed.
   • Start Date: Click the field to select the date that the contract starts.
   • Expiry Date: Click the field to select the date that the contract ends.
   • What's the Current Status of the Contract: Select the contract's status from the drop-down menu (options include Draft/Pre-contract, Current/Active, Expired, Closed, Cancelled, Other).
   • What's your business relationship to the contract: Select your business relationship (options include Buying from the contract, Selling of this contract). This is an optional inclusion.
2. After entering all required information, click the Save button to continue.

Step 3: Add Parties to the Contract

Parties are the entities to whom the contract applies (e.g., businesses/organisations). Added party details are for internal reference only, and the parties are not notified.

1. Navigate to the red Parties to the contract section and click the Add button.
   
   
2. On the Parties to the contract page, complete the following fields:
   • Is this party an organisation or an individual? Select whether the party is an organisational entity or an individual.
   • Enter the name of the organisation: Enter the name of the organisation.
   • Business number: Enter the business number (e.g., ABN) of the organisation.
   • Address: Enter the address of the organisation or individual.
   • Contact name: Enter the name of the individual affiliated with the contract.
   • Phone Number: Enter the phone number of the individual.
   • Email Address: Enter the email address of the individual.
   • Comments: Enter internal comments visible to users with CM access.
   • Check to make this the PRIMARY party: Click the checkbox to make the entity/individual the primary party (only available if you have saved multiple parties).
3. Click the Save button.
4. You can then click the Add a new party button to create another party contact, or click Continue to go back to the Contract details page.
   
   

Step 4: Review and Publish the Contract

You will be directed to a landing page displaying a summary of the Contract Details and a list of parties.

1. You have the following options on this page:
   • Edit the contract details: Click the grey Edit button on the top right corner of the Contract Details section.
   • Replicate the contract: Click the grey Replicate button to create a new contract with the same details.
     
     
   • Delete the contract: Click the blue Options and Settings button (cogwheel) and then click Delete contract.
     
2. You can also add optional features to the contract (see What's next / Related section for details).
3. Once all edits are complete, click the blue Publish Contract button at the top of the page.

Results / Validation

The contract is now formally logged and published in Contracts Monitor. A preview of the newly created contract is displayed.

What's Next / Related

A summary of the features you can add to the contract is listed below. For detailed instructions on these features, refer to the Contracts Features help article.

• Tasks: Add specified tasks associated with the contract.
• Contract Updates: Add updates (e.g., extensions or variations) to the contract.
• Documents: Upload documents relevant to the contract.
• Email Reminders: Add email reminders regarding the contract, sent to the contract owner/creator (e.g., reminders regarding contract renewal).
• Commercials: Add commercial details (e.g., estimated and actual total spend, contract pricing, payment schedule, billing address, etc.).
• Links: Add hyperlinks to the contract document.
• Establishment Process: Record details about how the contract was established (i.e., the evaluation process, the parties that were evaluated, and other relevant comments or references).
• Key Stakeholders: Click the grey Add button to add key people that need to be informed of any significant changes.
• Performance Reviews (also known as KPI's): Add performance reviews, which can include Key Performance Indicators (KPIs) to be met by the contracted party/parties.
• Contract Notes: Add notes relating to the contract.
• Restricted Access: Restrict access of the contract to specific users within your organisation by clicking checkboxes next to their names and clicking the save button to finalise your changes.