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Create service agreements

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This article describes how to use features in the Service management and the Project management and accounting modules to create service agreements.

Create a service agreement from Service management

  1. Navigate to Service management.
  2. Select Service agreements to create a new service agreement line in the page header.
  3. Select New. Enter a description, select a reference to a project in the Project ID field, and fill in the rest of the fields and lines for the service agreement. Select Save.
  4. On the Relations tab, select Service objects or Service tasks to create service object relations or service task relations for the service agreement. The service objects and tasks that you have created relations for can be attached on the lines of the service agreement.
  5. In the lower half of the page, create service agreement lines by copying lines from a service template, another service agreement, or manually creating the service-agreement lines.

Note

If you copy lines into the service agreement from another service agreement, you can indicate whether you also want to copy service object and service task relations. If you copy these relations, they are added to any existing relations on the service agreement. If you copy service-agreement lines from a service template, the service-object and service-task relations are automatically copied as service-object relations and service-task relations on the new service-agreement lines.

Create service agreement lines manually

  1. From the Service agreements page, add a service agreement line in the lines grid.
  2. Enter the appropriate information for the service agreement line.
  3. Select Save to save the line, and then close the page.

Create a service agreement from Project

  1. Select Project management and accounting.
  2. Select All projects.
  3. Select the project from the list.
  4. On the Action Pane, select Manage. In the New Action group, select Service and select Service agreement.
  5. Follow the steps in the section titled Create a service agreement as described earlier in this article to enter the project reference.

Develop and establish service agreements overview