User Guide › Design › Template Libraries › Contract Templates › Creating Contract Templates › Create a Contract Template from a Contract

Create a Contract Template from a Contract

You can create a contract template from a contract.

Follow these steps:

1. In the Template Library page, in the left pane, click a Template Library or Template Folder under which you want to create the contract template.
2. On the toolbar, click and select Contract Template, Select from Contract.

   -or-

   On the right pane, click Add New, Contract Template, Select from Contract.

   The Contract Template Wizard page opens.

3. Select the contract and click Next.

   The Details step containing the information from the contract opens.

   Note: Metrics that are statically clustered in the source contract become dynamically clustered on the same group. For more information, see Creating a Clustered Metric.

4. Modify the contract template as desired. For more information, see Creating a Contract Template From Scratch.
5. Click Back to return to the previous step.
6. Click Cancel to discard changes and return to the previous page.
7. Click Save and Next.

   The contract template is saved and the Edit Parameters step opens.

   Note: The contract template is created and saved and you can exit out of the wizard. The next steps can be performed by editing the contract template at a later stage as well.

8. Click Add Parameter to create parameters. For more information, see Adding Parameters.
9. Click Order Parameters to set the order of the parameters. For more information, see Ordering Parameters.
10. Click Save and Next.

    The Select from Service Level Template step opens.

11. Select the Service Level Templates you want to use.

    -or-

    Expand each Service Level Template and select individual Services and metrics. When selecting individual metrics, mandatory metrics must be selected. Click Get Mandatory to select all mandatory metrics under each contract template that was used.

    If mandatory metrics exist, but were not selected a confirmation dialog box is displayed when clicking Next. Select the appropriate choice and click OK.

    Select Keep the original Services to apply the selected metrics with their services.

    -or-

    Select Attach all metrics to this Service and click Search to find and select the Services to which the metrics are applied. Click Add New to add a Service.

    Note: The Keep original services and Attach all metrics options are only available when CA Business Service Insight is configured to allow services to be overridden. Go to Administration, Site Settings, Advanced, Contact.

12. Click Save and Next.

    The Edit Service Level Template Parameters step opens.

13. Edit, add, or order the parameters. For more information, see Adding Parameters and Ordering Parameters.
14. Click Save and Next.

    The Summary step opens.

15. In the What's next box, click a desired choice or click Done.

    The Template Library page opens showing the added contract template.