Skip to main content
A Create TA request asks Contract Management to set up a Teaming Agreement with a business partner for a business opportunity, such as when you team with a partner on a proposal. After you submit it, the request follows the configured approval workflow before being approved, rejected, or returned for revision.

​
Create a Create TA Request

​
Prerequisites

Before submitting a Create TA request:
  • You must have an active employee account.
When the request is created from a business opportunity, the Opportunity Name and Business Partner are filled in automatically. When it is created from the Requests module, they are left blank.
1

Navigate to Requests Module.

RQ Nav
2

Click Add Request.

RQ Add
3

Select Create TA as the request type.

RQ TT Type
4

Complete the required information.

RQ TT Form 1

​
Request Information

RQ TT Form 2

​
Create TA

5

Click Add to send the request for approval.

RQ TT Add
After approval, the TA is listed in Contracts > Contract Management > NDA/TA.

​
Review a Create TA Request

To review a submitted Create TA request and approve, reject, or discard it, see Contracts > Requests.

​
Manage the Create TA Business Process

To manage the workflow for Create TA requests, see Admin > Business Processes > Business Processes Overview.