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Contracts - View/Edit

Updated by Customer Service

Suggested Prior Reading

Contracts List - Accessing

Contracts List - Overview

Contracts List – Layout and Navigation

To View or Edit an Existing Contract 

  1. Access the project, see Project - Accessing.
  2. Access the Contracts List, see Contracts List - Accessing.
  3. Search, Filter and/or Sort Columns to navigate the List of Contracts and locate the Contract to view/edit.
    1. See Contracts List - Search and Filter.
    2. See Contracts List - Sort Columns.
  4. Edit or View the Contract by hovering on the Contract row and click on the View button on the Contract row (in the far right column)

OR

Right click on a Contract 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 Contract.

OR

Double click on the Contract Row

The Contract View/Edit form displays.

See Contract – View/Edit - Form Layout and Navigation for more information on the layout.

  1. Enter or view the information as required. See Contracts - View/Edit - Details.

Next Steps

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

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

Create a PDF of the Contract, see Contracts - Export.

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