Assigning a Contract Template to a Contract
You must first select the contract you wish to setup from the company and contract picker at the top of the screen.
When “All companies” is selected from the company picker on the left, all contracts from all companies are displayed in the contract picker on the right. You can select a company to narrow the contract picker to contracts from just that company. You can also use the search bar to search for the contract by number or name. You must select only one contract to be able to set the template for that contract.
Once you have done this, the details for that contract will appear on the General screen.
To assign a template to the contract, click the Template box to open a drop-down list of available templates for the company this contract belongs to, and select one of the options.
App Settings
There are three levels of issue setup: the global level (configured in Issue Setup), the template level (configured in Contract Templates) and the contract level (configured here in App Settings).
On the App Settings screen, you can configure the issue setup for individual contracts. The options available to configure at the contract level are dependent on which features are approved for contract level override in the contract template.
To begin configuring a contract, you must first select the contract from the company and contract picker at the top of the screen. You must select only one contract to begin configuration.
The Issue Setup tab contains sub-tabs for each of the fields which can be configured at the contract level – fields which are not approved for contract level override in the contract template are hidden from this screen. There is also a sub-tab for defaults.
On the Defaults sub-tab, you can enter default values for each of the fields, which will be filled automatically when users create an issue linked to this contract. The users creating issues will still be able to edit these fields.
For details on creating, editing and deleting entries for each of the configurable fields in the remaining sub-tabs, see Issue Setup. There is one additional option available at the contract level: In Use. In order for an entry to be available to select when creating an issue linked this contract, it must be marked as In Use. You can untick the In Use box to hide an entry from issues linked to this contract.
Distribution Lists
On the Distribution Lists screen, you can create, edit, delete and add contacts to distribution lists. Distribution lists can be attached to issues when they are created or edited. If a distribution list is attached to an issue, everyone on that distribution list will be sent an email notification whenever the issue changes status.
Creating a Distribution List
Select the contract for which you wish to create a distribution list from the company and contract picker at the top of the screen. You must select only one contract to begin creating a distribution list.
Click the + Add Distribution List button. This opens the Add Distribution List window.
Enter a name and description for the distribution list. Both are mandatory.
Click
to save the distribution list.
Adding Contacts to a Distribution List
Find the distribution list you wish to add contacts to and click the number in the Members column to open the members grid for that list.
There are two ways to add contacts to the list: you can copy members over from another distribution list or select individual contacts to add.
To copy members over from another distribution list:
Click the + Add From Distribution List button. This opens the Add From Distribution List window.
Select the list from which you wish to copy the members from the drop-down list.
Click
to add the members to the list.
To add individual members to the list:
Click the + Add Team Member button. This opens the Select Team Member window.
Click the search bar to open a drop-down list of every contact and person registered to your POP Apps system. Project Team members are grouped at the top of the list. You can type a name into the search bar to narrow the list if necessary.
Tick the box next to a contact to add them to the list. They will appear in the space beneath the search bar.
If the person you are looking for is not present in the list, click Create New Contact to open the Create New Contact window and add them to the database.
To remove someone from the list, click the X by their name.
Click
to save your changes.
Editing a Distribution List
Inline editing is enabled for the Name and Description fields in the Distribution Lists grid. You can also toggle the In Use checkbox within the grid – if you untick the box to mark a list as not in use, it will not be available to attach to new issues.
Deleting a Distribution List
To delete a distribution list, click the trash can icon
in the Actions column. You will receive a confirmation popup asking if you are sure.
Click
to confirm.
Project Team
On the Project Team screen, you can add and remove members from the project team for a contract. A person must be on the project team for a contract before they can be assigned tasks linked to that contract. Being on the project team is also a prerequisite to being made available as an issue owner for a contract.
Adding Someone to a Project Team
Select the contract for which you wish to add people to the project team from the company and contract picker at the top of the screen.
Click the + Add Team Member button. This opens the Select Team Member window.
Click the search bar to open a drop-down list of every contact and person registered to your POP Apps system. You can type a name into the search bar to narrow the list if necessary.
Tick the box next to a person to add them to the list. They will appear in the space beneath the search bar.
If the person you are looking for is not present in the list, click Create New Contact to open the Create New Contact window and add them to the database.
To remove someone from the list, click the X by their name.
Click
to save your changes.If you wish to make any of the new team members available as issue owners, tick the box on their row in the Issue Owner column. They will then appear in the Issue Owner drop-down field when creating an issue linked to the current contract.
Removing Someone from a Project Team
To remove someone from a project team, click the trash can icon
in the Actions column. You will receive a confirmation popup asking if you are sure.
Click
to confirm.