Things to do before you add a Contract
Updated
Things to do before you add a Contract
Suggested Prior Reading
Contracts - Overview
Overview
When adding a Contract, the Client is a required field (i.e. the system must know who the Contract is being done with).
These Client must be setup in the Project Contacts prior to adding the Contract.
It is also a good idea to review the statuses for Contracts and determine how they will be used according specific to the process. For more information, see Contract – Status.
Steps
Before adding a Contract, ensure the Client is setup in Project Contacts.
Review the predefined system Statuses for a Contract, see Contracts – Status.
Next Steps
Add a Contract
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