Configuration Tools Built Into R3 CM
No-Code / Low-Code Platform
R3 CM runs on the same no-code / low-code platform that powers all R3 solutions, allowing you to make changes quickly and safely without developers or external consultants. Administrators can modify configurations in real time using built-in configuration wizards rather than code changes, reducing cost and risk.
Configuration Wizards
R3 CM includes 10 built-in configuration wizards to help you adjust and expand your system, including:
- Adding, removing, or modifying data fields
- Customizing forms, reports, and dashboards
- Setting up role-based permissions and user actions
- Defining workflows, approval chains, and automation actions
- Creating or adjusting alerts, notifications, and thresholds
- Importing data from external systems
These wizards make it easy for authorized users to implement changes without IT intervention.
REST API for System Integration
To fit R3 CM into your broader IT ecosystem, the platform includes a secure, standards-based REST API. This API enables two-way integration with ERP, HR, CRM, and business intelligence tools. Common uses include:
- Synchronizing funding data, invoices, and expenses with finance systems such as Deltek Costpoint and Unanet
- Importing new award data from CRM tools like R3 WinCenter, Salesforce or Microsoft Dynamics
- Publishing contract data to BI dashboards in Power BI, Qlik or Tableau
- Keeping account and contact master data in sync with HR and finance records
Examples of Configurable Features
R3 CM’s flexible architecture and tools allow you to implement a wide range of tailored features and processes. Recent customer configurations include:
- Custom workflows for agency-specific review and approval processes
- Automated notifications for custom funding utilization thresholds
- Dashboards customized to track subcontractor performance assessments
- Expanded modules to manage government-furnished equipment (GFE) and labor categories based upon new FAR clauses
- Modification of CLINs to track customer invoicing from external system that can track allocations at the CLIN level
- Vendor and spend management capabilities added through configuration
- 70+ step Engineering Change Management process for building a ship
- Integration with Costpoint and Unanet to centralize burn reporting (funding)
These examples illustrate how R3 CM can be extended to address unique organizational needs — all through configuration.
Maintaining Control and Governance in a Contract Management System
While R3 CM provides robust flexibility, it also maintains strong governance controls. Role-based access ensures users can only see and perform actions permitted by their role. Administrative changes are logged and auditable, and access to configuration tools can be restricted to authorized administrators. This balance allows your system to evolve without introducing risk or compromising compliance.
Why Flexibility Matters
Over time, contracts, customers, and compliance requirements change — and so do internal team structures and business priorities. With R3 CM, you don’t need to start over or work around limitations as these changes occur. Instead, you can adjust the system to match your evolving processes — preserving your investment and avoiding the disruption of migrating to a new tool.
Summary: Configurable to Your Needs
R3 CM delivers more than just a set of out-of-the-box features. Its configurable foundation, intuitive wizards, and secure integration options allow you to align the system to your specific business processes — and adapt it as they change. With R3 CM, you can confidently manage contracts your way today and adjust as needed for tomorrow.