Agencies › Create Agency Records

Create Agency Records

Define the basic contact information for the U.S. federal government agency, or other organization with whom you engage in contracts. Use the create agency page to define the agency and associate the agency to the contract.

Follow these steps:

1. Open Home, and from Earned Value Management, click Agencies.

   The list page appears.

2. Click New.

   The create page appears.

3. Complete the following fields:

   Agency Name

   Defines the agency name.

   Agency ID

   Defines the agency unique identifier.

   Address 1

   Defines the first line of the agency address.

   Address 2

   Defines the second line of the agency address.

   City

   Defines the city for the location.

   State

   Defines the state for the location.

   Postal Code

   Defines the ZIP Code for the location.

   Country

   Defines the country for the location.

   Phone

   Defines the telephone number for the location.

   Fax

   Defines the facsimile number for the location.

   Primary Contact

   Defines the agency primary contact name.

   Primary Contact Phone

   Defines the agency primary contact phone number.

   Primary Contact Email

   Defines the agency primary contact email address.

   Secondary Contact

   Defines the agency secondary contact name.

   Secondary Contact Phone

   Defines the agency secondary contact phone number.

   Secondary Contact Email

   Defines the agency secondary contact email address.

   Active

   Defines if the agency can be associated with a contract. You can only associate active agencies with contracts.

   Default: Selected

4. Save the changes.

   The agency is created and displayed on the agencies list page.