The Status is used to manage the Contract. See Contract – Status for a description of all the Statuses, the functional impacts for a Status and also where Status(es) are displayed and reported.
When adding a Contract, the Status defaults to Draft (but can be changed during the add if required).
The Status displays near the top of the New Contract form, and displays there regardless of which Contract component is selected: General, Schedule of Values, Financial Markup. The status can be changed when any of those Components are displayed as it is the status for the entire Contract.
If the Status is changed during the Add, the new Status isn't actually applied until the Contract is saved (so the functionality associated with the Draft status is applicable until the Save).
To change the Contract Status during the Add, click in the Status drop down (it displays near the top of the form below the New Contract form title and displays regardless of what Component is selected to display: General, Schedule of Values and Financial Markup).
This list of Contract Status(es) display. The currently selected status is highlighted with a gray bar in the drop down list. Also, any status that is hovered on is highlighted with a gray bar.
Select the Status by clicking on it.
The selected Status displays. Note* At this point, the status is not yet changed. The Contract must be saved to save the Status change.
Enter or change other information as required, at minimum, the Client must be entered before the Contract can be saved but there may be other required fields as well. Go to Next Steps below. OR Click the Close button (at either the top or bottom of the form) to close the form without saving the Contract. If no Contract information was entered or changed, the Contract Request List displays (see Contract List - Overview). If Contract information was entered or changed, then an additional prompt displays to confirm that changes aren't to be saved.Click the Cancel button to cancel the Close action and return to the New Contract form. see Next Steps below. OR Click the Don't Save button to cancel adding of the New Contract. The Contract List displays (see Contract List - Overview). OR Click the Save button to save the Contract including the Status set and any other information on the General, Schedule of Values and Financial Markup components. The Contract is saved as long as the required fields are entered. The Contract List displays with the Contract now in the list (see Contract List - Overview). If the required fields weren't entered, the Contract List displays but the Contract will not have been added.
Next Steps
Enter other information (at least the Client and any other required information), see Contracts - General.
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button (at either the top or bottom of the form) to close the form without saving the Contract. If no Contract information was entered or changed, the Contract Request List displays (see Contract List - Overview). If Contract information was entered or changed, then an additional prompt displays to confirm that changes aren't to be saved.
button to cancel the Close action and return to the New Contract form. see Next Steps below.
button to cancel adding of the New Contract. The Contract List displays (see Contract List - Overview).
button to save the Contract including the Status set and any other information on the General, Schedule of Values and Financial Markup components. The Contract is saved as long as the required fields are entered. The Contract List displays with the Contract now in the list (see Contract List - Overview). If the required fields weren't entered, the Contract List displays but the Contract will not have been added.