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Contracts

Contracts List – Layout and Navigation

Contracts List – Layout and Navigation. Suggested Prior Reading. General Navigation for Lists Contracts - Overview Contracts List Layout. To access and manage information about Contracts; including a…

Updated by Customer Service

Contracts – Status

Contracts – Status. There are various pre-set system statuses that can be set for a Contract. These statuses can be used to manage the life cycle of the Contract. They can also be used to filter and…

Updated by Customer Service

Contracts – Calculated Totals

Contracts – Calculated Totals. Throughout the system, there are pre-set data fields which do automatic calculation of values. These data fields appear at the top of the Contract form and can be displ…

Updated by Customer Service

Contracts - Overview

Contracts - Overview. Suggested Prior Reading. General Navigation for Lists Overview. The General Contractor or person responsible for managing delivery of the project will create a contract with an…

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Search and Filter the Contracts List

Search and Filter the Contracts List. Suggested Prior Reading. General Navigation for Lists Contracts - Overview Contracts List – Layout and Navigation Overview. The Contracts List is accessed by cli…

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View/Add/Edit Contract – Form Layout and Navigation

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 -…

Updated by Customer Service

Things to do before you add a Direct Costs

Things to do before you add a Direct Costs. Suggested Prior Reading. Direct Costs - Overview Overview. When adding a Direct Cost, a vendor can optionally be entered. If a Vendor is to be added to a D…

Updated by Customer Service

Delete a Contract

Delete a Contract. Overview. A Contract can be deleted and all the associated Contract Change Orders and Invoices will also be deleted. Steps. Contracts can be deleted from the Contract List. To acce…

Updated by Customer Service

View or Edit an existing Contract

View or Edit an existing Contract. Suggested Prior Reading. General Navigation for Lists Contracts - Overview Contracts List – Layout and Navigation Filter and Search the Contracts List Steps. To vie…

Updated by Customer Service

View/Add/Edit Contract - General Information

View/Add/Edit Contract - General Information. Suggested Prior Reading. Things to do before you add a Contract Add a Contract View or Edit a Contract Overview. The Contract - General form contains all…

Updated by Customer Service

Change or set the Contract Status

Change or set the Contract Status. Suggested Prior Reading. Contracts List - Overview Add a Contract View or Edit a Contract View/Add/Edit Contract - Form Layout and Navigation Contract – Status Over…

Updated by Customer Service

Add a Contract

Add a Contract. Suggested Prior Reading. Contracts - Overview Contracts List – Layout and Navigation Things to do before you add a Contract Contracts – Status Steps. Contracts can be added from the C…

Updated by Customer Service

Things to do before you add a Contract

Things to do before you add a Contract. Suggested Prior Reading. Contracts - Overview Overview. When adding a Contract, the Client is a required field (i.e. the system must know who the Contract is b…

Updated by Customer Service

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