Master Agreements (MAs) are special contracts.  The MA is made up of one or more contracts.  In essence, the MA is a container of contracts.  However, once a contract is added to a MA several rules are observed:

1.The contract is referred to as a Task Order (TO)

2.The value of the MA is the sum of the TO award amounts

3.Since a TO is technically a contract, each TO in the MA has it's own set of Goal, Funds, Primes, Subs, COs, etc.

Your jurisdiction must be configured to use the MA functionality.  This can be done in the Contract Settings section of Configure Contract Module.  Once configured, the Master Agreement option will appear in the Contract Module big hamburger menu.

Creating a MA consist of creating the MA then assigning the TOs to the MA.

To Create a Master Agreement

From the Contracts Module, select Manage Master Agreements from the module-level menu

1.Click the "Add Master Agreement" button

3.From the popup, enter the required fields

4.Click the "Save" button

The MA is created and added to the MA list.  The MA is ready to have TOs associated with it.

Master Agreement Task Orders

Task Orders (TOs) are individual SOWs that are assigned to the MA, contracts in essence.  PRISM accomplishes this by associating contracts with the MA.  However, once a contract is associated with a MA, it the contract is referred to as a TO to ease confusion.  The TO has all of the attributes of a contract and will appear in the contracts list as a contract.  Thus, in order to assign a TO to a MA, the TO must exists.  Follow the rules for Adding a Contract then assign the contract to the MA.

To Assign a TO

1.Identify the candidate contract

2.Enter Edit mode of the contract

3.Visit the Contract Info tab

4.Select the Master Agreement from the list in the Contract Details section

5.Save the contract

Listing TOs associated with a Master Agreement

1.Identify the target MA (from the contract list of search from the MA list)

2.Click the ">" to the left of the MA name (the ">" symbol turns to "v" after clicking