Agencies

Agencies

Create and define agency records for the U.S. federal government agencies, or other organizations with which your organization does business. Once you have created and defined the agency records, you can associate the agencies to the contracts.

This section contains the following topics:

Create Agency Records

View a List of and Open Agency Records

Edit Agency Records

Activate Agency Records

Deactivate Agency Records

Delete 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.

View a List of and Open Agency Records

You can view a list of agency records on the agencies list page.

Follow these steps:

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

   The list page appears.

2. Click the name of the agency to open the agency record.

   The properties page appears.

Edit Agency Records

Follow these steps:

1. Open the agency record.

   The properties page appears.

2. Edit 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 that the agency can be associated with a contract. You can only associate active agencies to contracts.

   Default: Selected

3. Save the changes.

More information:

Create Agency Records

View a List of and Open Agency Records

Activate Agency Records

Deactivate Agency Records

Delete Agency Records

Activate Agency Records

You can only associate active agencies with contracts. A new agency is active by default. If an agency is inactive, you can reactivate it at any time.

Follow these steps:

1. Open the agency record.

   The properties page appears.

2. Select the check box next to the Active field.
3. Save the changes.

   The agency is active.

More information:

Associate Agencies to Contracts

Deactivate Agency Records

Deactivate agencies if they are no longer in use. An inactive agency record can be deleted.

You can deactivate agencies that are associated with contracts.

Follow these steps:

1. Open the agency record.

   The properties page appears.

2. Clear the check box next to the Active field.
3. Save the changes.

   The agency is inactive.

More information:

Summary Level Planning Packages (SLPP)

Delete Agency Records

You can delete agency records when the following conditions are true:

• The agency record is inactive.
• The agency is not associated with a contract.

Follow these steps:

1. Open the agency record.

   The list page appears.

2. Filter the list for inactive agencies.

   A list of inactive agencies displays.

3. Select the check box next to the name of the agency record, and click Delete.

   The confirmation page appears.

4. Click Yes.

More information:

Contracts