Contracts - View/Edit

Updated 2 days ago 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.

1. Change the Status (if required), see Contracts - Edit - Status.

See Contract – Status for a description of all the Statuses.

1. Enter or change the General Contract information.

The General Contract information form is is broken down into sections with headings highlighted in blue. The System Administrator can turn on/off various fields to display so not all the sections listed below may display.

See Contracts - General for more information.

1. Create or maintain the Schedule of Values if required. See Contracts - Schedule of Values.
2. Create or maintain Change Orders, see Contract Change Orders - Overview.
3. Create or maintain Invoices, see Contract Invoices - Overview.
4. Create or maintain Manage Payments, see Contract Payments - Overview.
5. Create or maintain the Financial Markups if required. See Contracts - Financial Markups.
6. Click the Save button to save all the information for the Contract.

OR

Click the Save & Email button to save all the information for the Contract and send an email with a link to the Contract in JobPlanner (and optionally include the Contract as a PDF attachment in the email.

OR

Click the Close button to close the form without saving the information.

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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Related Articles

• Contract – View/Edit - Form Layout and Navigation
• Contracts List - Search and Filter
• Contracts List – Layout and Navigation