Generate a draft of the contract

Once the contract details have been completed, you can now generate a copy of the contract to be included when requesting approval from the P2i Senior Director.

The first step is to create a draft in P2i:

1. Click Contents Management tab > Master Document page.

2. Click Create New Proposal

   

TABLE: Select Proposal Origin - Values and Use

Option	Source	Use Case
From the Enable Library Clause	Standardised, pre-approved clauses stored in the clause library	Use when needing the most up-to-date, compliant, and standardised clauses
From the Latest Clause Revision	The most recent version of a clause that was modified in a prior contract or proposal	Use when needing to maintain continuity with a customised clause from a previous contract
From Previous Proposals	Clauses from a specific previous proposal or contract	Use when wanting to replicate clauses from a past proposal that are relevant to the current one. Will need to pick which proposal version.

3. Click Create New Proposal

4. Click Confirm Final Approval.

   

5. Click Approve.

   

6. Click View Document.

   

7. Review the Contract and click Back when done.

   

Note Now attach a copy of the Contract to the approved set up documents list. Refer to the topic, Attach approved contract set up documents to a funding schedule.