Add Contract information to a Resource Request

Contract Information can be collected and added to a Resource Request. Adding Contract details to a Resource Request allows for greater visibility and traceability of such requests when sent to your suppliers. 

This is an optional feature that forms part of a supplier management solution in MyPass. Please contact support@mypassglobal.com  to enable this feature. 

Once toggled on you will find a new option in your  Settings view.

 

Start adding your Purchase Order information by selecting either highlighted options. 

 

Start populating your Contract information.  

Add in a Contract Number


Add in a Contract Name & description if required. 

 

Supplier is selected from the affiliated suppliers to your MyPass portal.  Simply start to type the name for the options to appear. 

 

Delegate a Contract Owner. Start to type the name for the options to appear.

Note: these will be existing MyPass administrators. 

 

Enter the Contract Dates.


You can upload the Contract under Documents


Click Save 

 

With your Contract  information set up.  Navigate to Projects to add a Project and create your Resource Request.  

 

For more information on Adding Projects and Creating a Resource Request go to 

As you create your Resource Request you will notice additional steps.   

 

If Contract  Type - OFF is selected you will be prompted to allocate a Job Initiator from the drop down options.  This allows for traceability of requests that are not linked to a Contract.  

If Contract  Type - ON is selected you will be required to add the relevant Contract from the drop down options.  

 

Click Next and the Contract  information will appear allowing you to check the details. 

 

Click Next.  Continue to add roles to your Resource Request. 

Updated

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.