Contract Exhibits

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Creating a Contract Exhibit

To create a contract exhibit:

  1. Once logged into the project, from the project secondary navigation bar, select CONTRACTS - COINTRACT EXHIBITS and select 'Add New'.
    1. Note that forms displayed on the secondary navigation bar are configurable. If you do not see CONTRACTS, select 'More' - 'Configure My Menu'. Add the contracts form to your secondary navigation menu. See the screen shot below. CONTRACT EXHIBITS is part of the CONTRACTS menu and should be displayed once the Contracts form has been added to your secondary navigation bar.
  2. Enter the Subject. Subject is a required field and must be completed in order to save the Contract Exhibit.
  3. Enter the Exhibit Number
  4. In the Body field, enter the details surrounding the contract exhibit
  5. Save the contract exhibit

Editing a Contract Exhibit

To edit a contract exhibit, click the 'Edit' button from either the contract exhibit form view or log view. Edit as desired and click 'Save' to save changes.

Viewing Contact Exhibits

Contract exhibits can either be viewed in form view or the log view. To view contract exhibits in log view, ensure that you have configured your secondary navigation menu to display the contracts form. See the screen shot below. Clicking  'CONTRACTS' on the secondary navigation menu will display a dropdown selection where CONTRACT EXHIBITS is displayed as an option.

Linking a Contract Exhibit to a Contract

Contract exhibits can be linked to a contract. After creating a contract exhibit, link it to a contract by using the 'Other Exhibits' tab on the contract. In edit mode on the contract click the 'Add Other Exhibits' button. Select the contract exhibit to be linked and complete the process by clicking the 'Add Other Exhibits' button. Save the contract. 

Contract Links Panel

From the Exhibit form - Contract Links panel, you can view the linked contract by clicking on the Contract Subject link. When doing so, you will be directed to the contract form to which the exhibit is linked.

Sharing a Contract Exhibit

To share an Exhibit form to other project users, click the  'Share' button on the Exhibit in form view. Use the Share modal to share the Exhibit to other project team users. For more information on sharing, please see the Help section Sharing Information 


 

Helpful Screenshots