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, 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). See New Contract.
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 and can be changed when any of those Components are displayed.
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 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 (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.
- Select the Status.
The new Status displays in the drop down list.
- Enter other information as required. See More Information and 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.
