Search and Filter the Contracts List
Updated
Search and Filter the Contracts List
Suggested Prior Reading
General Navigation for Lists
Contracts - Overview
Contracts List – Layout and Navigation
Overview
The Contracts List is accessed by clicking Contracts from the Project navigation menu.
The Contract List can be searched.
and/or
The Contracts List View can be filtered to show only Contracts with certain status(es).
Multiple selections can be made from the filter drop down. If more than on Status is selected, then it is an OR relationship between Statuses. (i.e. display if “Draft” OR “Out for Bid”).
Steps
To Search for a Contract:
Click in the Search box at the top right of the form and type the information to search for. The list will be narrowed to display only those Contracts matching what is typed in. See General Navigation for Lists for more information on how the search works.
To apply a filter to the list of Contracts or change an existing filter:
1) Click on the Filter box at the top left of the form (in the same row as the Search but to the right)
The list is separated by Type and Status
2) Click on the Status to filter by. A check mark will appear next to the selection.
3) Click on more than one Status if required. Check marks appear next to the selection.
4) Click on a status that is checked marked to toggle it off.
5) Click outside of the Filter box when the filters are applied to remove display of the filter list.
The filters currently applied display in the filter box.
This filter will be applied temporarily. When the Contract List form is closed and reopened, the default settings will be applied. To permanently set the filter, every time the form is opened, see Modify Contracts List Settings.
Next Steps
Things to do before you add a Contract
Add a Contract
View or Edit an existing Contract
Manage the Status of a Contract
Delete a Contract
Contract Change Orders
Create a Change Order for the Contract
View or Edit Change Orders for a specific Contract
Delete a Contract Change Order
Contract Invoices
Record an Invoice for a Subcontract or Purchase Order
View or Edit Invoices for a specific Subcontract
Delete a Contract Invoice
See Also
Budget
Commitments
Direct Costs
