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The Contract maintenance screens are comprised of several sub-screens that allow for the management of contract attributes. These include the contract profile, provisions, and other (User Defined Fields (UDFs)). These screens can be accessed via the Contract >> List option.
These screens are available to users having the following roles: Contract Manager, Contract Viewer, P&R Administrator, or System Administrator. Also note that whether a particular user can access a contract can be influenced via their Organization Access permissions.
These screens are available with all Unanet licenses.
Topics covered on this help page include:
Other (UDFs)
Additional Options (Attachments, Modifications, Projects, Subcontracts)
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The add contract (
) icon is available on the contract dashboard and contract list screens. Users with the Contract Manager role will have access to this functionality. Clicking on this icon will present the user with the Contract Profile screen (described below).
Contract Managers can also edit (
), view (
), or delete (
) contract information via the Contract >> List option.
The Profile tab is used to define various contract attributes.
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The Provisions tab allows Contract Managers to capture yes/no questions regarding the contract. The questions are optional. The default answer is always "No". If "Yes" is selected, you will be able to enter a comment.
The Other tab will only be available if the Contract User Defined Fields are configured to be displayed in the user interface and is only available to Contract Managers or System Administrators.
The fields on this tab allow for various types of input depending on how they have been configured by the administrator.
When editing a contract's profile, you will have additional left menu options:
See below for information for each option.
Attachments