Contracts - Edit - Status
Updated
Suggested Prior Reading
Overview
The Status is used to manage the Contract. See Contract – Status for a description of all the Statuses and the impact of changing those.
The Contract Status can be changed to track the life cycle of the Contract.
When viewing or editing a Contract, the Status displays at the top of all the view/edit forms: General, Schedule of Values, Change Orders, Invoices, Payments, Financial Markup and can be changed from any of those forms.
The Status can be displayed on the:
- Contracts List (see Contract List - Settings),
- Contract Reports and Contract Reports can be run to show only Contracts with certain Contract Status (see Reports).
- Contract PDF Export (see Contracts - Export).
To set the Status during the Edit
- Edit an existing Contract, see Contract - View/Edit.
- To change the Contract Status, click in the Status drop down on any of the forms (below the Contract Number displayed at the top of the form).
- Select the Status.
The information will be automatically saved and the form may update to reflect the functionality associated with the current status.
- Enter other information as required. See Next Steps below.
OR
Click the Save
button
OR
Click the Save & Email
button.
OR
Click the Close
button to close the form without saving the information.
More Information
Enter or change the General Information, see Contracts - Add/Edit/View - General Information.
Enter or change the Additional Information, see Contracts - Add/Edit/View - Additional Information.
Enter or change the Contract Dates, see Contracts - Add/Edit/View - Contract Dates.
Attach or manage inclusion and exclusion documents, see Contracts - Add/Edit/View - Inclusions and Exclusions.
Add or manage Attachments, see Contracts - Add/Edit/View - Attachments.
Attach or manage signed documents, see Contracts - Add/Edit/View - Signed Documents.
Attach or manage executed documents, see Contracts - Add/Edit/View - Executed Documents.
Next Steps
Create or manage Contract Schedule of Values, see Contracts - Schedule of Values.
Create or manage Contract Financial Markups, see Contracts - Financial Markups.
Email a PDF of the Contract, see Contracts - Email.
Create a PDF of the Contract, see Contracts - Export.
Manage Change Orders, see Contract Change Orders - Overview.
Manage Invoices, see Contract Invoices - Overview.
Manage Payments, see Contract Payments - Overview.
