Contracts - Add - Status
Updated
Suggested Prior Reading
Overview
The Status is used to manage the Contract. See Contract – Status for a description of all the Statuses and the impact of changing those.
When adding a Contract, the Status defaults to Draft (but can be changed during the add if required). See New Contract.
The Status displays at the top of all the add forms: General, Schedule of Values, Financial Markup and can be changed from any of those forms.
The Status can be displayed on the:
- Contracts List (see Contract List - Settings),
- Contract Reports can be run to show only Contracts with certain Contract Status (see Reports).
- Contract PDF Export (see Contracts - Export).
To set the Status during the Add
- Add a new Contract, see New Contract
- To change the Contract Status during the Add, click in the Status drop down on any of the add forms (below the New Contract form title).
- Select the Status.
- Enter other information as required. See Next Steps below.
OR
Click the Save 
button
OR
Click the Save & Email 
button.
OR
Click the Close 
button to close the form without saving the information.
More Information
Enter or change the General Information, see Contracts - Add/Edit/View - General Information.
Enter or change the Additional Information, see Contracts - Add/Edit/View - Additional Information.
Enter or change the Contract Dates, see Contracts - Add/Edit/View - Contract Dates.
Attach or manage inclusion and exclusion documents, see Contracts - Add/Edit/View - Inclusions and Exclusions.
Add or manage Attachments, see Contracts - Add/Edit/View - Attachments.
Attach or manage signed documents, see Contracts - Add/Edit/View - Signed Documents.
Attach or manage executed documents, see Contracts - Add/Edit/View - Executed Documents.
Next Steps
Create or manage Contract Schedule of Values, see Contracts - Schedule of Values.
Create or manage Contract Financial Markups, see Contracts - Financial Markups.
