> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizbone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create TA Request

> Request a Teaming Agreement (TA) with a business partner, including the TA type, work share, agreement dates, and the partner team members.

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.

<Info>
  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.
</Info>

<Steps>
  <Step title="Navigate to Requests Module.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/w_Ec7HMMIakbaVFF/images/RQ-Nav.png?fit=max&auto=format&n=w_Ec7HMMIakbaVFF&q=85&s=d63df729a01c85604b3c8b4aaaaa39d8" alt="RQ Nav" width="2178" height="1040" data-path="images/RQ-Nav.png" />
    </Frame>
  </Step>

  <Step title="Click Add Request.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/w_Ec7HMMIakbaVFF/images/RQ-Add.png?fit=max&auto=format&n=w_Ec7HMMIakbaVFF&q=85&s=1579b8acf59755f64870e77afba1545d" alt="RQ Add" width="2178" height="660" data-path="images/RQ-Add.png" />
    </Frame>
  </Step>

  <Step title="Select Create TA as the request type.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/pH-zWi9VM7MJxJGV/images/RQ-TT-Type.png?fit=max&auto=format&n=pH-zWi9VM7MJxJGV&q=85&s=109a0233aa2341fe8ebd89ff0d78449b" alt="RQ TT Type" width="2064" height="594" data-path="images/RQ-TT-Type.png" />
    </Frame>
  </Step>

  <Step title="Complete the required information.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/pH-zWi9VM7MJxJGV/images/RQ-TT-Form-1.png?fit=max&auto=format&n=pH-zWi9VM7MJxJGV&q=85&s=284c12e4c0fe4e31921d7b362b362f15" alt="RQ TT Form 1" width="2064" height="1784" data-path="images/RQ-TT-Form-1.png" />
    </Frame>

    ### Request Information

    | Field       | Description                                             | Required | Example                                                                  |
    | :---------- | :------------------------------------------------------ | :------- | :----------------------------------------------------------------------- |
    | Subject     | A short title describing the request.                   | ✓        | Create TA - Inochi Teaming Agreement                                     |
    | Due Date    | The expected completion or review date for the request. | ✓        | October 9, 2026                                                          |
    | Priority    | Indicates the urgency of the request.                   | ✓        | Medium                                                                   |
    | Description | Additional details or reason for the request.           |          | Requesting a teaming agreement with the partner for the Inochi proposal. |

    <Frame>
      <img src="https://mintcdn.com/bizbone/pH-zWi9VM7MJxJGV/images/RQ-TT-Form-2.png?fit=max&auto=format&n=pH-zWi9VM7MJxJGV&q=85&s=b153c6909b720d33f611ffcc114a40a4" alt="RQ TT Form 2" width="2064" height="1784" data-path="images/RQ-TT-Form-2.png" />
    </Frame>

    ### Create TA

    | Field                                    | Description                                                             | Required | Example                              |
    | :--------------------------------------- | :---------------------------------------------------------------------- | :------- | :----------------------------------- |
    | Opportunity Name / Business Partner      | Business opportunity and partner the TA is for.                         | Auto     | Inochi / FPT Software                |
    | TA Number                                | Teaming Agreement number.                                               | Auto     | 123                                  |
    | Point of Contact                         | Partner contact for the TA.                                             | ✓        | Daniel H Smith                       |
    | TA Type                                  | Exclusive or Non-exclusive.                                             | ✓        | Non-exclusive                        |
    | Work Share                               | Percentage of the work the partner performs. Drag the slider to set it. |          | 30%                                  |
    | Start Time / End Time                    | Dates the TA is in effect.                                              | ✓        | 10/12/2026 - 10/11/2027              |
    | Position / Member / Phone Number / Email | Partner team members on the TA. Select **Add** to add a member.         |          | Business Development, Daniel H Smith |
  </Step>

  <Step title="Click Add to send the request for approval.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/pH-zWi9VM7MJxJGV/images/RQ-TT-Add.png?fit=max&auto=format&n=pH-zWi9VM7MJxJGV&q=85&s=2c3b28c09a0476e3ad2ea40ca61cab58" alt="RQ TT Add" width="2064" height="416" data-path="images/RQ-TT-Add.png" />
    </Frame>
  </Step>
</Steps>

<Info>
  After approval, the TA is listed in **Contracts > Contract Management >** [NDA/TA](/erp/contract-management/nda-ta).
</Info>

## Review a Create TA Request

To review a submitted Create TA request and approve, reject, or discard it, see **Contracts >** [Requests](/erp/contract-management/requests).

## Manage the Create TA Business Process

To manage the workflow for Create TA requests, see **Admin > Business Processes >** [Business Processes Overview](/erp/admin/business-process-overview).