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 and then click Master Document.

2. Click Create New Proposal

   

3. Leave Select Proposal Origin set to From the latest Clause Revision.

4. Click Create New Proposal

   Note The warning indicators are a reminder that these reports were not selected for this contract. If you have forgotten to select a report, click the ... button and select Delete Proposal. Return to the Additional Information screen and select any missing reports.

   

5. Click Confirm Final Approval.

   

6. Click Approve.

   

7. Click View Document.

   

8. 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.