---
title: "Contract Category Management"
slug: "contract-category-management"
updated: 2023-11-07T15:14:09Z
published: 2023-11-07T15:14:09Z
canonical: "wiki.cobblestonesoftware.com/contract-category-management"
---

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

# Contract Category Management

### **Contract Category Management**

**Master Reference Data Management: Contract Category**

Contract Categories are used to classify contracts into categories for classifications purposes. For example, a hospital may classify contracts into in-network or out-of-network categories.

**To Add a Contract Category**

1. Select **Record Types** from the **Manage/Setup** top navigation menu item.

![The ContractInsight Main Menu. Record Types is highlighted in a red box](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Record%20Types.png)

2. This will open the **List Manager** screen, listing all of the contract categories already in Contract Insight.

![The Actions submenu on the Record Types Manager page. Add Record Type and Manage Columns are highlighted in red boxes](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/List%20Manager(1).png)

3. Click **Add Record** under Contract Categories List.

4. Enter the name of the new contract category and click **Save**.

**To View/Edit a Contract Category**

1. Click **View** for the contract category line item you would like to view/edit.

2. This will open the **Category Details** screen.

3. To edit the name of the contract category, click the **Pencil Icon** for the **Category Name** line item.

4. Edit the text for the name of the category and click **Save Changes**.

**To Delete a Contract Category**

**Note:** Prior to deleting a category, make sure it is not being used by any contract records.

1. Go to the **Category Details** screen for the line item you would like to delete.

2. Click **Delete** in the side menu.

3. Confirm the deletion.

**Manage Columns Button**

**Note:** The Manage Columns button will allow users to view additional columns of information available for the table selected.

1. Click **Manage Columns** on the side menu.

2. On the next screen select the field you would like to view as a column. Click **Add** next to the desired field to move it to the left-hand column.

![The Assign Columns to List Page. The Remove link is highlighted on the top item in Assigned Columns. The Add link is highlighted in the top item in Unassigned Columns](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Manage%20Columns.png)3. Once added, click **Back to List** on the side menu. The column just added is visible. ![The Actions Menu on the Assign Column to List page. Back to List is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Back%20to%20List(1).png) ![The Record Types Manager Page. The newly added Date Updated column is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Records%20Types%20Manager.png)