Complete the contract management onboarding process

Completing the process

1. Click the Cost menu and select Cost Management.
2. Click Begin Setup.
3. Click Start.
4. On the Select Projects step, select which additional projects you would like to enable with Cost. Note: the currently selected project will always be enabled.
5. Click Continue.
6. On the Select Administrators step, select who should be granted full administrator access to Cost. Note: the person completing the process will always be granted administrator access.
7. You can optionally change who is assigned the ‘Primary Administrator’ status. The primary administrator will always have access to Cost, and cannot be reassigned without contacting Oracle Support.
8. Click Continue.
9. On the Select Users step, select who should be given standard access to Cost. These people will have the ability to create, edit, and update contracts, but will not have access to the Cost administration pages.
10. Click Continue.
11. On the Setup Contract Currencies step, select the base currency and add any additional currencies required for your contracts. Note: currencies will be added to both the organization and projects.
12. Click Continue.
13. Review the details on the Review and Complete Setup step, then click Finish to enable Cost.

Administrators and users

Administrators in Cost have full access to change settings, while regular users can only work with contracts on projects they’re granted access to.

Users can be changed to administrators (or vice-versa) at any point. See Managing Cost users

Currencies

Each organization and project has a default base currency which is used for reporting purposes, and the default currency when contracts are created.

Additional currencies can be added to the organization and projects at any time to allow foreign currency contracts to be recorded in Cost. See Calendars and Currencies

Contract management tour

Once the process is complete you will see the Contracts register.

Use the in-app help widget to start the contract management tour and view help content.

Hide the Cost menu

Before the onboarding process is complete, the Cost menu appears for all users in your organization. After the process is completed, only users who have been granted access will see it.

To hide Cost from all other users, you need to complete the onboarding process, but do not add any additional administrators or users. You can click continue on all steps except the currency selection. The person who completes the process will be the only user with access to Cost.

If your organization later decides to use Cost, you can add users at any time.