Commitment - View

Updated 2 weeks ago by Customer Service

Suggested Prior Reading

Commitments - Overview

Commitments List - Accessing

Commitments List - Overview

Commitments List – Layout and Navigation

To View an Existing Commitment

To view the details of an existing Commitment, the Commitment is selected and the View function initiated from the Commitments List (see the above Suggested Prior Reading).

If a Purchase Order is selected, the Purchase Order - View/Maintain form is displayed.

If a Subcontract is selected, the Subcontract - View/Maintain form is displayed.

To Select and View the Commitment

1. Access the project, see Project - Accessing.
2. Access the Commitments List, see Commitments List - Accessing.
3. Search, Filter and/or Sort Columns to navigate the List of Commitments and locate the Commitment to view/edit.
   1. See Commitments List - Search and Filters.
   2. See Commitments List - Sort Columns.
4. View the Commitment (there are multiple ways to do this):
   Hover on the Commitment row and click the View button on the Commitment row (in the far right column)

   

   OR
   Right click on a Commitment and select View from the context sensitive pop-up menu.
   Note* the context sensitive pop-up menu may have different options depending on the status of the Commitment

   

   OR
   Double click on the Commitment Row

   

   OR
   Click on the Commitment Number

   

If a Purchase Order was selected, the Purchase Order - View/Maintain form is displayed.

If a Subcontract was selected, the Subcontract - View/Maintain form is displayed.

The display of the form will vary depending on:

• The Permissions the User has been granted
• The Status of the Purchase Order or Subcontract

Next Steps

To create a PDF of the Commitment, see Commitment - Export.

To view the Commitment information, see Commitment - View.

View the Contract on the Budget, see Budget - Overview.

Email a PDF of the Contract, see Contracts - Email.

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