Adding, editing, or copying a contract exclusion set

SECURITY  Security level with Admin permission to configure Contracts & Un-Posting. Refer to Admin security settings.

NAVIGATION   > Admin > Features & Settings > Contracts & Un-Posting > Contract Exclusion Sets > New/Edit

Contract exclusion sets are reusable contract exclusion configurations. Refer to Managing contract exclusion sets for more information.

To add or edit a new contract exclusion set:

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. Click New or click Edit in the context menu of the contract exclusion set.
  3. Enter or update the following information.
Field Definition
General
Name* A unique name is required for the contract exclusion set.
Description Enter an optional description for the exclusion set.
Active check box The Active check box is selected by default. If you clear the check box, you inactivate the new contract exclusion set.

NOTE  You can have up to 100 active Exclusion Sets. If you inactivate an Exclusion Set, it is not dissociated from any existing contracts and exclusions will continue to be respected
Associated Contracts (Total) Displays the total number of contracts the exclusion set is associated with.
Associated Contracts (Current & Active) Displays the number of contracts the exclusion set is associated with that are both active and current.
Roles, Work Types, and Sub-issues

Available Roles

Available Work Types

Available Sub-Issues

 These lists show all active roles, work types, and sub-issues, plus any inactive items that were inactivated after the exclusion set was created.

Excluded Roles

Excluded Work Types

Excluded Sub-Issues

These panes show the roles, work types, and sub-issues that were individually excluded from the contract, either instead of or in addition to the exclusion set. Select and click, or double-click, a role, work type, or sub-issue. This will move it from the Excluded to the Available lists.

  1. Select and double click a role, work type, or sub-issue to move it from the Available list to the Excluded list. Reverse the process to remove roles, work types, or sub-issues from the Excluded lists.

NOTE  You can select up to 500 items of each type to exclude per exclusion set.

NOTE  You can hold control or shift to select multiple roles and then click the directional arrow to move your selection to the other list.

  1. Click Save & Close to save any changes you made.
  1. Click Copy in the context menu associated with the contract exclusion set you wish to copy.
  2. The New Contract Exclusion Set window will open with all fields populated from the original contract exclusion set.
  3. Modify the exclusion set as needed.
  4. Click Save & Close to save any changes you made.

For more information on managing contract exclusion sets, refer to Managing contract exclusion sets.