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Part 1: Getting Started
First Steps The module offers a wide range of features and functions. Depending on how you currently manage contracts—or how you want to manage them— you can use all the features or select only the ones you need to support your work process. The following figure is a general plan for setting up and implementing Primavera. Step 1 is described in the Installation Guide. The remainder of this chapter describes steps 2 through 5.
3a.Optionally link to & use the module schedule activities.
1.Set up and start the module.
2.Add the project and enter general information.
3.Set up the initial Company Directory.
4.Enter initial contract information (and define cost codes).
5.Create initial submittal packages.
The Contract Manager module flexibility enables you to realize its benefits even if you don’t have all the details about your project at the beginning. As the project progresses, you can add and/or modify the information entered during the initial setup, such as new negotiated contracts, new or changed companies, and more clearly defined submittals and submittal packages. For details on tailoring Contract Manager module functions to your company’s requirements, see the Customizing Log and Document Windows chapter.
These are the basic steps to get started in the module; adapt them to your own work processes.