Creating a Contract Workspace from a Sourcing Project

After a Sourcing Event has ended and the solicitation has been awarded to the winning vendor(s), the Project Owner must create a Contract Workspace (CW) to manage the subsequent contract with the vendor(s) directly from the recently completed Sourcing Project.

For more detailed step-by-step information regarding this topic in a printable format, see the following job aid.

Open the Job Aid

Tab/Accordion Items

Navigate to the Sourcing Project. Click on the three dots in the upper right-hand corner of the screen and select Create follow-on project from the drop-down. On the subsequent Subprojects popup window, select Contract Workspace then click Next

Contract Workspaces are for single vendors only. If a Sourcing Event was awarded to multiple vendors, the user will need to create separate yet similar Contract Workspaces for each awarded vendor. The best way to do this is not to create multiple Follow-on Projects from the Sourcing Project, but rather, create a Copy of the first Contract Workspace created and change the value in the Supplier field before loading any vendor-specific documents.

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