Update Contract Attributes Using General Tab - EcoSys - 4.03 - Help - Hexagon

This procedure allows you to update the Contract attributes using the Contract Details panel.

1. Navigate to Contracts > Contract Setup.

2. At the top of the screen, in the toolbar, click the Contract Organization ellipsis to select the required project.

3. If required, click the Refresh icon to update the screen.

4. Click the Contract Register tab.

5. Select the Contract ID hyperlink. The Contract Details panel appears.

6. Click the General tab.

   

7. Populate data as indicated below:

   1. Type a name in the Contract Name field.

   2. (Optional) Type the Alternate ID.

   3. Select the Contract Type. The available contract types are listed below:

      1. Cost Plus ( CON )

      2. Fixed Price ( CON )

      3. Incentive Based ( CON )

      4. Not to Exceed ( CON )

      5. Time & Materials ( CON )

   4. (Optional) Select the Payment Terms. The available payment terms are listed below:

      1. Net 15

      2. Net 30

      3. Net 45

   5. (Optional) Select the Due Date.

   6. (Optional) Select the Vendor ID ellipsis and select the required vendor ID.

   7. (Optional) Type the required Scope.

8. (Optional) Attach the required document files. Follow the procedure below to attach the required document files.

   1. Click the Attachment icon.

   2. Click UPLOAD and then click Choose File to select a file to upload.

      The Document Title auto-populates with the name of the uploaded file.

   3. (Optional) Type the description of the document in the Document Description.

      To view or save the attachment, click the attachment hyperlink.

9. (Optional) Click the Contract Logo icon and follow step 8 to attach a project logo.

10. Click SAVE.