Newforma Info Exchange Tenth Edition Help  

 

Contracts Log

Use this page to view the contracts that are assigned to you for the current Project Center project. Click the subject of a contract to view its details in the Contract page.

To only see contract actions assigned to you, select the My Contract Actions log. To only see contracts which you are expecting or are expected from you, select the My Expected Contracts log.

Your ability to view contracts depends on your permission set assignment.

Contracts

Use the Contracts drop-down list to filter the list of contracts by category. The categories are as follows:

All

Click to display all contracts that have been entered for this project.

This page is only available to Project Center users that are Financial Managers and have the Show All Permission Set.

Pending Incoming

Click to display all contracts sent via Info Exchange that need to be received. When a contract or contract response is logged by a project team member on Info Exchange, it will show up in this category.

Under Review

Click to display contracts that have been received, but responses have not been sent to the contract senders.

When a non-expected contract is first filed, it is placed in the Under Review category.

Awaiting Action

Click to display contracts that have been received, but they:

        Have not been forwarded for review, or

        Have been forwarded for review, but a response has not been received, or

        Have been forwarded for review and all responses have been received, but there has been no response sent to the contract sender.

Forwarded

Click to display contracts that have been forwarded with a due date for another contact to review that have not been received back yet.

Response Overdue

Click to display contracts that have been forwarded but the responses back from the reviewers are overdue.

Expected

Click to display all contracts filed as expected.

Late

Click to display expected contracts that are late.

All Closed

Click to display contracts that have had a response sent to the contract sender and there is no further action required.

 


Columns

 

Overdue

The    icon indicates that a contract item is past due.

ID

The ID number of the contract.

Client Contract Number

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

Subject

The subject of the contract. Click to open the Contract page.

Original Commitment

The original committed dollar amount of the contract.

Original Start Date

The original start date of the contract.

Original End Date

The date the contract was supposed to end.

Forwarded

The date the contract was forwarded, the contacts the contract was forwarded to, the status, and the purpose of the contract forward.

Received

The date the contract was received by the contact the contract was sent to and the name of the contact who sent the contract.

Response

The date the contract review response was received, the contacts who responded to the contract, and the status.

        Respond - Click to open the Send Contract Response page to respond to the contract item.

        Markup and Respond - Click to open and mark up the attached file in the Newforma Web Viewer. Once you complete the mark up, click Send Response to respond directly from the Newforma Web Viewer.

Closed

The date the contract was closed and the name of the contact who closed it.

Supporting Documents

Displays the number of supporting documents associated with the contract. There are two possible icons that may appear in the field:

192-download-attached-files.png Download Attached Files

Click to download files attached to many project items directly from the log page.

 188-expired.pngRequest Expired Files

Click the image to send a request to the owner to repost the files. when the files have been removed from Info Exchange. This occurs when the transfer item has expired.

Project Center users can specify which specific documents can be shared with external team members.

You cannot add new supporting documents to a contract from Info Exchange.

Related Items

Displays icons for any project items related to the contract. Click in the column to access the Related Items popup window, shown below. Click the hyperlink for a related item to view its details.

 

Tasks

Click to view a list of additional actions that you can take on the contract.

If a column is not visible, you can add it to the Contracts log by clicking the Show/Hide Columns button to access the Field Chooser.


Log Page Tools

The following tools are available in the Contracts log toolbar. For more information, refer to Log Page Tools.

Export

Click to export the items in this log.

Show/Hide Column Filters

Click    to toggle on/off the column filters.

Show/Hide Group By Panel

Click  to toggle on/off the group by panel.

Show/Hide Columns

Click    to access the Field Chooser to add or remove columns from the log grid.

 

 

To access this page

Click View > Contract Management > Contracts from the Toolbar.

If contracts are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.