Contracts List - Overview
Updated
Suggested Prior Reading
Contracts Lists - Overview
The Contracts List displays the Contracts created in the system.
The Contracts List can be searched and/or filtered. Note* If search criteria has been entered or filters applied, the list will show only those that match that criteria.
It is also where:
- Contracts can be added.
- Contracts can be selected to view, edit or delete.
- The Contracts list can be exported to Excel.
Other Project Contract information can be navigated to; to see all Change Orders, Receivable Invoices or to view and manage Change Requests that pertain to this project.
The Contracts list Settings can be changed (to show what columns of information and how many rows display on the list and a default status filter that can be applied).
More Information
For more information on the Contracts List, see:
- Contracts List – Layout and Navigation
- Contracts List - Search and Filter
- Contracts List - Sort Columns
- Contracts List - Settings to modify Contract List Settings (including columns to display)
Next Steps
To add a New Contract, see New Contract.
To manage the status of a Contract, see Contracts - Edit - Status.
To view or edit an existing Contract (including settings up Schedule of Values, adding change orders, creating and tracking Invoices and Payments or settings the Financial Markups), see Contracts - View/Edit.
To Export the list of Contracts, see Contracts List - Export.
To delete a Contract, see Contracts - Delete.
