Log a Received Contract dialog box

6 minutes
11 months ago
Contents

Log a Received Contract dialog box

Use this dialog box to log a contract that was received in the current project.

To

Click to open the Choose a Project Team Member dialog box to select the contacts and companies the contract is going to.

From

Click to open the Choose a Project Team Member dialog box to select the contact and company the contact is from.

Subject

Enter the subject of the contract.

Type

Select the contract’s type from the drop-down list. The types come from the Global Contract Type Contractor List in the Project Center Administration Activity Center Keywords tab.

Terms

Select the terms of the contract from the drop-down list. The terms come from the Global Contract Terms List in the Project Center Administration Activity Center Keywords tab.

ID

Enter an ID number for the contract.

Client Contract Number

Enter the number for the contract given by the client for tracking (only needed if it is different than your contract number).

 

Contract Parties

To Company

Click to open the Choose a Project Team Member dialog box to select the contacts and companies the contract is going to.

From Company

Click to open the Choose a Project Team Member dialog box to select the contact and company the contact is from.

Key Contact

Click to open the Choose a Project Team Member dialog box to identify the main person to contact regarding the contract.

Discipline

Click to open the Choose Discipline dialog box to apply disciplines to the contract.

 

Contract Dates

Contract Date

Select the date the contract was issued to the subcontractor.

Due Date

Select the date the contract is due.

Remind

Mark the checkbox to add this item to the email notification message sent out by Project Center reminding you to respond back to the contact who sent the contract. Select the number of business days before a response is due, which appears in the email message and in the Open Items tab of the My Project Center activity center.

Reminders can be sent to both internal and external project team members. The frequency at which reminders are sent is set in the General tab of the Project Center Administration activity center Servers tab. Reminders can disabled per project in the Edit Project Settings dialog box.

Remind is not available if the option is disabled for the project or in the Project Center Administration activity center.

Date Executed

Select the date from the drop-down calendar that the contract was signed off on and agreed to.

Original Start Date

Select the date the work is contracted to begin.

Original End Date

Select the date the work is contractually required to be finished.

Current Completion

Select the revised work completion date based on approved changes.

Received

The date the contract was received.

 

Purpose

Select the reason for the contract.

Form Template

Select the form template to use as the basis for the Contract Form and the PDF file that is created when the contract is finalized.

Received Via

Select the method by which the contract was received.

Executed Contract

A scanned copy of the scanned, fully signed executed contract. Click the button to browse to and select the file.

 

Refer to the Create Contract dialog box for a description of these tabs.

Description of Contents tab

Refer to the Forward Contract dialog box for a description of this tab.

Received Files tab

Add any electronic files that were sent with the change order proposal in this tab. The files may be from a CD, DVD, or other media.

Views

Click to select how you want to view the list of files. Options include Large Thumbnails, Thumbnails, Icons, List and Details.

Add Files

Click to open the Add Files dialog box to locate and attach a file to the change order proposal.

Add Folder

Click to open the Select Folder dialog box to add a folder and all of its contents to the change order proposal.

Remove

Click to remove the selected file from the change order proposal.

Name

The name of the file.

Type

The file’s type.

Size

The file’s size.

Date Modified

The date the file was last modified.

Path

The full path to the location of the file.

Keywords

Any keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. applied to the file.

Save Record Copy in

When you file a contract, a record copy of it is saved in this location as a .ZIP file. You can enter a new location.

 

Review Order

Click to open the Set Review Order dialog box to set the order in which the project team members review the contract.

Keywords

Click to open the Choose Keywords dialog box to apply keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. to the contract.

Click to spell check the fields in this dialog box. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

Next Action

Mark this checkbox to choose whether to forward the contract to another contact, close it, or to send it to another contact and close it after it is filed.

OK

Click to log the contract.

 

To access this dialog box

Click New Contract> Log a Received Contract from the Tasks panel of the Contracts activity center.

Contents