View/Add/Edit Contract – Form Layout and Navigation
Updated
View/Add/Edit Contract – Form Layout and Navigation
Suggested Prior Reading
Contracts List - Overview
Add a Contract
View or Edit a Contract
Contract – Status
Overview
The View/Add/Edit Contract - Form is where the Contract General Information as well as the Schedule of Values for the Contract can be entered and maintained. See the Suggested Prior Reading above to determine how to access the View/Add/Edit Contract form.
If it is an existing Contract, it is also where
· A Contract can be deleted (along with any associated Contract Change Orders and Invoices)
· Contract Change Orders can be viewed, added, edited or deleted.
· Contract Invoices can be viewed, added, edited or deleted.
The View/Add/Edit Contract form has the following main sections;
Form header - if a new Contract is being added displays “New Contract” or if an existing Contract is being viewed or edited, displays the Contract number.
If it is an existing Contract, the form header has two buttons:
Email – to send an email with a link to the Contract information
Export – to export the Contract information.
Status and Form Navigation Menu – Below the form header is a row that displays the Status (and where the Status can be changed). This row also displays the form navigation menu options. The navigation menu options vary depending on whether this is a new Contract being created or an existing one being edited and what the status is:
Form Navigation Text Menu Options
General – This is always visible and is the default form that shows. It contains all the general information such as Description/Note and Contract Dates and is where that information can be viewed and maintained.
Schedule of Values - This is always visible and is where the detailed Contract line items are viewed and maintained.
Change Orders - If this is an existing Contract, a Change Order menu option appears. This is where Change Orders for the Contract can be added, edited and deleted as well as the status managed.
Invoices - If this is an existing Contract, an Invoices menu option appears. This is where Invoices for the Contract can be viewed, added, edited and deleted as well the status can be managed.
The menu options may appear with a () and a number next to it. This is the number of items in that section.
The status can be changed directly from the drop down. For more information on the statuses see Contract - Status.
Form Footer
If it is an existing Contract, the form footer has buttons:
Delete – to delete the entire Contract and all the associated information.
Close – to close the form (a prompt appears to confirm saving any changes).
If it is a new Contract, the form footer has buttons:
Close – to close the form (a prompt appears to confirm saving any changes).
Save – Save the information on all forms and close the form.
Save & Email – save the information and generate an email form to send a link to the information
Steps
Click on the Navigation menu text to toggle between the different forms. The currently selected form will have the text highlighted in blue.
Change or Set Contract Status
View/Add/Edit Contract - General Information
View/Add/Edit - Schedule of Values
View/Add/Edit Change Orders for the Contract
View/Add/Edit Invoices for the Contract
Delete the Contract
See Also
Budget
Commitments
Direct Costs
